Institutional shares held 5.52 Million
0 calls
0 puts
Total value of holdings $292M
$0 calls
$0 puts
# of Institutions 137


Latest Institutional Activity in JPEM

Top Purchases

Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 125K ($6.62M)
Q1 2025
Kwb Wealth Shares Held: 151K ($7.95M)
Q1 2025
Accel Wealth Management Shares Held: 15.4K ($816K)
Q1 2025
Bond & Devick Financial Network, Inc. Shares Held: 14.2K ($749K)
Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 54 ($2.85K)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 40.4K ($2.13M)
Q4 2024
Bank Of America Corp Shares Held: 182K ($9.63M)
Q4 2024
Morgan Stanley Shares Held: 210K ($11.1M)
Q4 2024
49 Wealth Management, LLC Shares Held: 20.8K ($1.1M)
Q4 2024
Rhs Financial, LLC Shares Held: 82.1K ($4.34M)

About JPEM

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