Institutional shares held 10.8 Million
0 calls
0 puts
Total value of holdings $526M
$0 calls
$0 puts
# of Institutions 146


Latest Institutional Activity in JPIB

Top Purchases

Q2 2025
Goldstone Financial Group, LLC Shares Held: 459K ($22.3M)
Q2 2025
Apella Capital, LLC Shares Held: 10.7K ($517K)
Q2 2025
Stonehearth Capital Management, LLC Shares Held: 4.18K ($203K)
Q2 2025
Peterson Wealth Advisors, LLC Shares Held: 165K ($8M)
Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 10.8K ($522K)

Top Sells

Q2 2025
Adamsbrown Wealth Consultants LLC Shares Held: 77.5K ($3.76M)
Q2 2025
First Citizens Financial Corp Shares Held: 25.9K ($1.26M)
Q2 2025
Fiduciary Alliance LLC Shares Held: 136K ($6.59M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 47 ($2.28K)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 190K ($9.22M)

About JPIB

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