Institutional shares held 20.8 Million
0 calls
0 puts
Total value of holdings $1.19B
$0 calls
$0 puts
# of Institutions 103


Latest Institutional Activity in JMOM

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.6M ($666M)
Q1 2025
Ronald Blue Trust, Inc. Shares Held: 4.14M ($237M)
Q1 2025
Kelly Financial Group LLC Shares Held: 43K ($2.46M)
Q1 2025
Crossmark Global Holdings, Inc. Shares Held: 35.9K ($2.05M)
Q1 2025
Win Advisors, Inc Shares Held: 31.4K ($1.8M)

Top Sells

Q1 2025
Silver Oak Securities, Inc Shares Held: 51.5K ($2.95M)
Q1 2025
Arq Wealth Advisors, LLC Shares Held: 172K ($9.84M)
Q1 2025
Cassia Capital Partners, LLC Shares Held: 137K ($7.84M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 16.3K ($934K)
Q1 2025
Wealthfront Advisers LLC Shares Held: 17.8K ($1.02M)

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