Institutional shares held 52.9 Million
0 calls
0 puts
Total value of holdings $2.44B
$0 calls
$0 puts
# of Institutions 309


Latest Institutional Activity in JPIE

Top Purchases

Q2 2025
Hbw Advisory Services LLC Shares Held: 111K ($5.12M)
Q2 2025
Parallel Advisors, LLC Shares Held: 26.5K ($1.22M)
Q2 2025
Peterson Wealth Advisors, LLC Shares Held: 29.4K ($1.35M)
Q2 2025
Park National Corp Shares Held: 10.3K ($473K)
Q2 2025
Centurion Wealth Management LLC Shares Held: 53.5K ($2.47M)

Top Sells

Q2 2025
Massmutual Trust CO Fsb Shares Held: 27.1K ($1.25M)
Q2 2025
First Citizens Financial Corp Shares Held: 43.5K ($2M)
Q2 2025
Gallacher Capital Management LLC Shares Held: 49.1K ($2.26M)
Q1 2025
Heritage Financial Services, LLC Shares Held: 2.18M ($101M)
Q1 2025
Journey Strategic Wealth LLC Shares Held: 175K ($8.06M)

About JPIE

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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