Institutional shares held 19.6 Million
0 calls
0 puts
Total value of holdings $960M
$0 calls
$0 puts
# of Institutions 196


Latest Institutional Activity in JPIB

Top Purchases

Q4 2025
Garrett Investment Advisors LLC Shares Held: 215K ($10.5M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 22.5K ($1.1M)
Q4 2025
Elmwood Wealth Management, Inc. Shares Held: 79.8K ($3.9M)
Q4 2025
Peterson Wealth Advisors, LLC Shares Held: 183K ($8.95M)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 5.12K ($250K)

Top Sells

Q4 2025
First Citizens Financial Corp Shares Held: 19.9K ($973K)
Q4 2025
Sunflower Bank, N.A. Shares Held: 13.9K ($681K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.92K ($289K)
Q3 2025
Mainstay Capital Management LLC Shares Held: 483K ($23.6M)
Q3 2025
Bank Of America Corp Shares Held: 250K ($12.2M)

About JPIB

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