Institutional shares held 7.15 Million
0 calls
0 puts
Total value of holdings $339M
$0 calls
$0 puts
# of Institutions 52


Latest Institutional Activity in JPRE

Top Purchases

Q2 2025
21 West Wealth Management LLC Shares Held: 28.2K ($1.33M)
Q2 2025
Eclectic Associates Inc Shares Held: 75K ($3.54M)
Q2 2025
Oarsman Capital, Inc. Shares Held: 64.4K ($3.04M)
Q2 2025
Silver Oak Securities, Inc Shares Held: 13.1K ($617K)
Q2 2025
Whipplewood Advisors, LLC Shares Held: 8.19K ($386K)

Top Sells

Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 14.7K ($694K)
Q2 2025
Swisher Financial Concepts, Inc. Shares Held: 12.1K ($568K)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 13.4K ($632K)
Q2 2025
Assetmark, Inc Shares Held: 46K ($2.17M)
Q2 2025
Belpointe Asset Management LLC Shares Held: 8.42K ($397K)

About JPRE

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