Institutional shares held 6.33 Million
0 calls
0 puts
Total value of holdings $300M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in JPRE

Top Purchases

Q4 2024
Eclectic Associates Inc Shares Held: 21.9K ($1.03M)
Q4 2024
Synergy Asset Management, LLC Shares Held: 6.65K ($315K)
Q4 2024
Wealthcare Advisory Partners LLC Shares Held: 19.5K ($920K)
Q4 2024
Beta Wealth Group, Inc. Shares Held: 63.8K ($3.02M)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 874 ($41.3K)

Top Sells

Q4 2024
Gradient Investments LLC Shares Held: 140K ($6.63M)
Q4 2024
Bill Few Associates, Inc. Shares Held: 13.6K ($643K)
Q4 2024
Global Retirement Partners, LLC Shares Held: 754 ($35.7K)
Q3 2024
Jpmorgan Chase & CO Shares Held: 5.43M ($257M)
Q3 2024
Susquehanna International Group, LLP Shares Held: 13.2K ($625K)

About JPRE

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