Institutional shares held 78.9 Million
0 calls
0 puts
Total value of holdings $3.65B
$0 calls
$0 puts
# of Institutions 381


Latest Institutional Activity in JPIE

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 4.61M ($213M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 7.43M ($343M)
Q3 2025
Wells Fargo & Company Shares Held: 2.58M ($119M)
Q3 2025
Morgan Stanley Shares Held: 5.4M ($249M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 2.44M ($113M)

Top Sells

Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 654K ($30.2M)
Q3 2025
Kingsview Wealth Management, LLC Shares Held: 101K ($4.65M)
Q3 2025
Savvy Advisors, Inc. Shares Held: 105K ($4.84M)
Q3 2025
Hilton Capital Management, LLC Shares Held: 902K ($41.7M)
Q3 2025
Renaissance Technologies LLC Shares Held: 709K ($32.8M)

About JPIE

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