Institutional shares held 290 Million
17.8K calls
261K puts
Total value of holdings $14.6B
$899K calls
$13.2M puts
# of Institutions 781


Latest Institutional Activity in JAAA

Top Purchases

Q2 2025
Exchange Traded Concepts, LLC Shares Held: 683K ($34.5M)
Q2 2025
Advance Capital Management, Inc. Shares Held: 3.22M ($163M)
Q2 2025
Aaron Wealth Advisors LLC Shares Held: 353K ($17.8M)
Q2 2025
Morris Retirement Advisors, LLC Shares Held: 213K ($10.7M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 335K ($16.9M)

Top Sells

Q2 2025
Annex Advisory Services, LLC Shares Held: 29.6K ($1.5M)
Q2 2025
Cx Institutional Shares Held: 606K ($30.6M)
Q2 2025
Inspirion Wealth Advisors, LLC Shares Held: 1.48M ($74.8M)
Q2 2025
Insight Wealth Strategies, LLC Shares Held: 11.7K ($590K)
Q2 2025
Divergent Planning, LLC Shares Held: 44.9K ($2.27M)

About JAAA

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