Institutional shares held 10.6 Million
0 calls
0 puts
Total value of holdings $791M
$0 calls
$0 puts
# of Institutions 113


Latest Institutional Activity in JHML

Top Purchases

Q2 2025
Raymond James Financial Inc Shares Held: 361K ($27M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 183K ($13.7M)
Q2 2025
Wells Fargo & Company Shares Held: 916K ($68.6M)
Q2 2025
Jones Financial Companies Lllp Shares Held: 118K ($8.84M)
Q2 2025
Pmg Wealth Management, Inc. Shares Held: 37.7K ($2.83M)

Top Sells

Q2 2025
Bank Of America Corp Shares Held: 295K ($22.1M)
Q2 2025
Ameriprise Financial Inc Shares Held: 1.33M ($99.4M)
Q2 2025
Lpl Financial LLC Shares Held: 1.05M ($78.6M)
Q2 2025
Ubs Group Ag Shares Held: 228K ($17.1M)
Q2 2025
Journey Strategic Wealth LLC Shares Held: 25.2K ($1.89M)

About JHML

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