Institutional shares held 139 Million
10.8K calls
0 puts
Total value of holdings $6.35B
$492K calls
$0 puts
# of Institutions 263


Latest Institutional Activity in JMBS

Top Purchases

Q3 2025
Charles Schwab Investment Management Inc Shares Held: 21.5M ($982M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 3.02M ($138M)
Q3 2025
Morgan Stanley Shares Held: 21.3M ($971M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 3.11M ($142M)
Q3 2025
Modern Wealth Management, LLC Shares Held: 1.4M ($63.9M)

Top Sells

Q3 2025
Bailard, Inc. Shares Held: 74.5K ($3.4M)
Q3 2025
Richard Bernstein Advisors LLC Shares Held: 8.95M ($408M)
Q3 2025
Advance Capital Management, Inc. Shares Held: 16.7K ($761K)
Q3 2025
Leo Wealth, LLC Shares Held: 156K ($7.13M)
Q3 2025
Inspirion Wealth Advisors, LLC Shares Held: 324K ($14.8M)

About JMBS

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