Institutional shares held 10.5 Million
0 calls
0 puts
Total value of holdings $503M
$0 calls
$0 puts
# of Institutions 144


Latest Institutional Activity in JPIB

Top Purchases

Q1 2025
Peak Financial Management, Inc. Shares Held: 283K ($13.5M)
Q1 2025
Fsm Wealth Advisors, LLC Shares Held: 567K ($27.1M)
Q1 2025
Morgan Stanley Shares Held: 355K ($17M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 151K ($7.19M)
Q1 2025
Avantax Planning Partners, Inc. Shares Held: 747K ($35.7M)

Top Sells

Q1 2025
Garrett Investment Advisors LLC Shares Held: 190K ($9.08M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 5.38K ($257K)
Q1 2025
Cetera Investment Advisers Shares Held: 35.5K ($1.69M)
Q1 2025
Royal Bank Of Canada Shares Held: 86.3K ($4.12M)
Q1 2025
Certified Advisory Corp Shares Held: 198K ($9.45M)

About JPIB

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