Institutional shares held 8.15 Million
0 calls
0 puts
Total value of holdings $387M
$0 calls
$0 puts
# of Institutions 124


Latest Institutional Activity in JPIB

Top Purchases

Q4 2024
Elmwood Wealth Management, Inc. Shares Held: 66.7K ($3.17M)
Q4 2024
Mc Carthy & Cox Shares Held: 360K ($17.1M)
Q4 2024
Garrett Investment Advisors LLC Shares Held: 305K ($14.5M)
Q4 2024
Certified Advisory Corp Shares Held: 214K ($10.1M)
Q4 2024
International Assets Investment Management, LLC Shares Held: 16.1K ($763K)

Top Sells

Q4 2024
Ameritas Advisory Services, LLC Shares Held: 35.8K ($1.7M)
Q4 2024
Sunflower Bank, N.A. Shares Held: 35.6K ($1.69M)
Q4 2024
Koshinski Asset Management, Inc. Shares Held: 72.9K ($3.46M)
Q4 2024
Peterson Wealth Advisors, LLC Shares Held: 157K ($7.46M)
Q4 2024
Saxon Interests, Inc. Shares Held: 11.4K ($541K)

About JPIB

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