Institutional shares held 101 Million
0 calls
0 puts
Total value of holdings $4.72B
$0 calls
$0 puts
# of Institutions 356


Latest Institutional Activity in JCPB

Top Purchases

Q1 2025
Factory Mutual Insurance CO Shares Held: 2.15M ($101M)
Q1 2025
First Pacific Financial Shares Held: 1.64M ($77M)
Q1 2025
Allen Capital Group, LLC Shares Held: 1.02M ($47.9M)
Q1 2025
Avidian Wealth Solutions, LLC Shares Held: 576K ($27.1M)
Q1 2025
Valeo Financial Advisors, LLC Shares Held: 2.03M ($95.5M)

Top Sells

Q1 2025
Grant Street Asset Management, Inc. Shares Held: 1.6M ($75M)
Q1 2025
Stephens Inc Shares Held: 478K ($22.4M)
Q1 2025
Innealta Capital, LLC Shares Held: 152K ($7.15M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 29K ($1.36M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 180K ($8.46M)

About JCPB

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