Institutional shares held 112 Million
3.9K calls
3.1K puts
Total value of holdings $5.01B
$174K calls
$139K puts
# of Institutions 246


Latest Institutional Activity in JMBS

Top Purchases

Q2 2025
Pallas Capital Advisors LLC Shares Held: 1.41M ($63.1M)
Q2 2025
Parallel Advisors, LLC Shares Held: 1.29M ($57.8M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 149K ($6.67M)
Q2 2025
Bulwark Capital Corp Shares Held: 38.5K ($1.73M)
Q2 2025
Inspirion Wealth Advisors, LLC Shares Held: 517K ($23.2M)

Top Sells

Q2 2025
Advance Capital Management, Inc. Shares Held: 582K ($26.1M)
Q2 2025
Legacy Private Trust Co. Shares Held: 473K ($21.2M)
Q2 2025
Sovran Advisors, LLC Shares Held: 29.8K ($1.34M)
Q2 2025
Harbor Investment Advisory, LLC Shares Held: 42.9K ($1.92M)
Q2 2025
Secure Asset Management, LLC Shares Held: 214K ($9.58M)

About JMBS

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