Institutional shares held 17.2 Million
0 calls
0 puts
Total value of holdings $845M
$0 calls
$0 puts
# of Institutions 185


Latest Institutional Activity in JPIB

Top Purchases

Q3 2025
Avantax Planning Partners, Inc. Shares Held: 2.25M ($111M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 297K ($14.6M)
Q3 2025
Sonoma Allocations LLC Shares Held: 126K ($6.17M)
Q3 2025
Apella Capital, LLC Shares Held: 118K ($5.77M)
Q3 2025
Cedar Mountain Advisors, LLC Shares Held: 102K ($4.99M)

Top Sells

Q3 2025
Hobart Private Capital, LLC Shares Held: 8.77K ($431K)
Q3 2025
Walkner Condon Financial Advisors LLC Shares Held: 11.7K ($576K)
Q3 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 356 ($17.5K)
Q3 2025
Ignite Planners, LLC Shares Held: 152K ($7.45M)
Q3 2025
Adamsbrown Wealth Consultants LLC Shares Held: 71.9K ($3.53M)

About JPIB

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