Institutional shares held 2.38 Million
0 calls
0 puts
Total value of holdings $254M
$0 calls
$0 puts
# of Institutions 109


Latest Institutional Activity in JPME

Top Purchases

Q4 2025
Cassilly Financial Group LLC Shares Held: 15.3K ($1.64M)
Q4 2025
Pro Core Advisors, LLC Shares Held: 2.08K ($222K)
Q4 2025
Appleton Partners Inc Shares Held: 91.7K ($9.8M)
Q4 2025
Kwb Wealth Shares Held: 19.5K ($2.08M)
Q4 2025
Core Cap Advisors, LLC Shares Held: 5.26K ($562K)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 154K ($16.4M)
Q4 2025
Rvw Wealth, LLC Shares Held: 65.4K ($6.98M)
Q4 2025
Fsm Wealth Advisors, LLC Shares Held: 10K ($1.07M)
Q4 2025
Adamsbrown Wealth Consultants LLC Shares Held: 3.54K ($378K)
Q4 2025
Richard P Slaughter Associates Inc Shares Held: 9.29K ($992K)

About JPME

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