Institutional shares held 10.9 Million
0 calls
0 puts
Total value of holdings $528M
$0 calls
$0 puts
# of Institutions 147


Latest Institutional Activity in JPIB

Top Purchases

Q2 2025
Goldstone Financial Group, LLC Shares Held: 459K ($22.3M)
Q2 2025
Bouvel Investment Partners, LLC Shares Held: 43.5K ($2.11M)
Q2 2025
Apella Capital, LLC Shares Held: 10.7K ($517K)
Q2 2025
Garrett Investment Advisors LLC Shares Held: 199K ($9.67M)
Q2 2025
Kmg Fiduciary Partners, LLC Shares Held: 299K ($14.5M)

Top Sells

Q2 2025
Adamsbrown Wealth Consultants LLC Shares Held: 77.5K ($3.76M)
Q2 2025
Sunflower Bank, N.A. Shares Held: 25.1K ($1.22M)
Q2 2025
Brady Martz Wealth Solutions, LLC Shares Held: 6.59K ($320K)
Q2 2025
Financial Management Professionals, Inc. Shares Held: 114K ($5.55M)
Q2 2025
First Citizens Financial Corp Shares Held: 25.9K ($1.26M)

About JPIB

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