Institutional shares held 2.41 Million
0 calls
0 puts
Total value of holdings $296M
$0 calls
$0 puts
# of Institutions 95


Latest Institutional Activity in JPUS

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 38.2K ($4.7M)
Q3 2025
Apollon Wealth Management, LLC Shares Held: 51.3K ($6.31M)
Q3 2025
Spire Wealth Management Shares Held: 3.02K ($372K)
Q3 2025
Independent Wealth Network Inc. Shares Held: 14.5K ($1.78M)
Q3 2025
Sterneck Capital Management, LLC Shares Held: 86.4K ($10.6M)

Top Sells

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 132K ($16.2M)
Q3 2025
St Germain D J CO Inc Shares Held: 249K ($30.6M)
Q3 2025
Modera Wealth Management, LLC Shares Held: 272K ($33.5M)
Q3 2025
Interactive Financial Advisors Shares Held: 4.15K ($511K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 19K ($2.34M)

About JPUS

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