Institutional shares held 7.33 Million
0 calls
0 puts
Total value of holdings $351M
$0 calls
$0 puts
# of Institutions 56


Latest Institutional Activity in JPRE

Top Purchases

Q3 2025
Eclectic Associates Inc Shares Held: 105K ($5.04M)
Q3 2025
Anderson Financial Strategies, LLC Shares Held: 151K ($7.24M)
Q3 2025
Silver Oak Securities, Inc Shares Held: 19.2K ($921K)
Q3 2025
21 West Wealth Management LLC Shares Held: 29.1K ($1.39M)
Q3 2025
Milestone Asset Management Group, LLC Shares Held: 9.63K ($461K)

Top Sells

Q3 2025
Swisher Financial Concepts, Inc. Shares Held: 7.71K ($369K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 10.2K ($487K)
Q3 2025
Independence Asset Advisors, LLC Shares Held: 11.7K ($562K)
Q3 2025
Global Retirement Partners, LLC Shares Held: 593 ($28.4K)
Q2 2025
Bank Of America Corp Shares Held: 902 ($43.2K)

About JPRE

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