Institutional shares held 152 Million
0 calls
0 puts
Total value of holdings $7.19B
$0 calls
$0 puts
# of Institutions 421


Latest Institutional Activity in JCPB

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.14M ($101M)
Q4 2025
Alpine Bank Wealth Management Shares Held: 2.64M ($125M)
Q4 2025
Choice Wealth Advisors, LLC Shares Held: 339K ($16M)
Q4 2025
Legacy Wealth Management, Inc Shares Held: 3.73M ($177M)
Q4 2025
First Pacific Financial Shares Held: 1.93M ($91.2M)

Top Sells

Q4 2025
Arlington Financial Advisors, LLC Shares Held: 170K ($8.04M)
Q4 2025
Econ Financial Services Corp Shares Held: 186K ($8.81M)
Q4 2025
Sentinel Pension Advisors Inc Shares Held: 1.21M ($57.2M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 17.1K ($811K)
Q4 2025
First Citizens Financial Corp Shares Held: 21.3K ($1.01M)

About JCPB

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