Institutional shares held 11.6 Million
0 calls
0 puts
Total value of holdings $555M
$0 calls
$0 puts
# of Institutions 104


Latest Institutional Activity in JSCP

Top Purchases

Q3 2025
Apella Capital, LLC Shares Held: 450K ($21.4M)
Q3 2025
Cwm, LLC Shares Held: 844K ($40.2M)
Q3 2025
Roberts Wealth Advisors, LLC Shares Held: 372K ($17.7M)
Q3 2025
Clear Point Advisors Inc. Shares Held: 38.1K ($1.82M)
Q3 2025
Roof Eidam & Maycock Shares Held: 325K ($15.5M)

Top Sells

Q3 2025
Hb Wealth Management, LLC Shares Held: 899K ($42.9M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 48.1K ($2.29M)
Q3 2025
Perigon Wealth Management, LLC Shares Held: 114K ($5.44M)
Q3 2025
D.A. Davidson & Co. Shares Held: 53.2K ($2.54M)
Q3 2025
Merit Financial Group, LLC Shares Held: 48K ($2.29M)

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