Institutional shares held 5.15 Million
0 calls
0 puts
Total value of holdings $304M
$0 calls
$0 puts
# of Institutions 132


Latest Institutional Activity in JPEM

Top Purchases

Q3 2025
Tactive Advisors, LLC Shares Held: 98.1K ($5.79M)
Q3 2025
Accel Wealth Management Shares Held: 34.9K ($2.06M)
Q3 2025
Amplius Wealth Advisors, LLC Shares Held: 130K ($7.7M)
Q3 2025
Kwb Wealth Shares Held: 157K ($9.3M)
Q3 2025
Berger Financial Group, Inc Shares Held: 69.2K ($4.08M)

Top Sells

Q3 2025
Sharkey, Howes & Javer Shares Held: 12.1K ($713K)
Q3 2025
Precedent Wealth Partners, LLC Shares Held: 5.74K ($339K)
Q3 2025
Cerity Partners LLC Shares Held: 145K ($8.55M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 90.5K ($5.34M)
Q3 2025
Daymark Wealth Partners, LLC Shares Held: 6.49K ($383K)

About JPEM

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