Institutional shares held 9.73 Million
0 calls
0 puts
Total value of holdings $470M
$0 calls
$0 puts
# of Institutions 139


Latest Institutional Activity in JPIB

Top Purchases

Q1 2025
Fsm Wealth Advisors, LLC Shares Held: 567K ($27.4M)
Q1 2025
Avantax Planning Partners, Inc. Shares Held: 747K ($36.1M)
Q1 2025
Fiduciary Alliance LLC Shares Held: 136K ($6.59M)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 46.1K ($2.22M)
Q1 2025
Hills Bank & Trust CO Shares Held: 292K ($14.1M)

Top Sells

Q1 2025
Garrett Investment Advisors LLC Shares Held: 190K ($9.17M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 5.38K ($260K)
Q1 2025
Hobart Private Capital, LLC Shares Held: 85.5K ($4.13M)
Q1 2025
Sunflower Bank, N.A. Shares Held: 29.9K ($1.44M)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 90.5K ($4.37M)

About JPIB

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