Institutional shares held 131 Million
0 calls
0 puts
Total value of holdings $6.23B
$0 calls
$0 puts
# of Institutions 397


Latest Institutional Activity in JCPB

Top Purchases

Q3 2025
Wiser Wealth Management, Inc Shares Held: 1.12M ($53.1M)
Q3 2025
Helen Stephens Group, LLC Shares Held: 625K ($29.6M)
Q3 2025
Destiny Wealth Partners, LLC Shares Held: 592K ($28M)
Q3 2025
Friday Financial Shares Held: 5.95K ($282K)
Q3 2025
Tru Wealth Advisors, LLC Shares Held: 99.6K ($4.72M)

Top Sells

Q3 2025
Ignite Planners, LLC Shares Held: 160K ($7.59M)
Q2 2025
All Gen Financial Advisors, Inc. Shares Held: 225K ($10.7M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 1.02M ($48.4M)
Q2 2025
John W. Brooker & Co., Cp As Shares Held: 75.8K ($3.59M)
Q2 2025
N.E.W. Advisory Services LLC Shares Held: 33.7K ($1.6M)

About JCPB

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