Institutional shares held 73.5 Million
0 calls
0 puts
Total value of holdings $3.43B
$0 calls
$0 puts
# of Institutions 300


Latest Institutional Activity in JCPB

Top Purchases

Q3 2024
Moss Adams Wealth Advisors LLC Shares Held: 1.62M ($75.3M)
Q3 2024
Joseph Group Capital Management Shares Held: 699K ($32.6M)
Q3 2024
Bank Of America Corp Shares Held: 7.78M ($363M)
Q3 2024
Thrivent Financial For Lutherans Shares Held: 949K ($44.3M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 1.13M ($52.7M)

Top Sells

Q3 2024
All Gen Financial Advisors, Inc. Shares Held: 817K ($38.1M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 691K ($32.2M)
Q3 2024
Strategic Financial Concepts, LLC Shares Held: 4.45K ($208K)
Q3 2024
Citadel Advisors LLC Shares Held: 33.5K ($1.56M)
Q3 2024
Destiny Wealth Partners, LLC Shares Held: 549K ($25.6M)

About JCPB

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