Institutional shares held 37.7 Million
0 calls
0 puts
Total value of holdings $1.73B
$0 calls
$0 puts
# of Institutions 249


Latest Institutional Activity in JPIE

Top Purchases

Q4 2024
Savant Capital, LLC Shares Held: 1.92M ($88.4M)
Q4 2024
Planned Solutions, Inc. Shares Held: 462K ($21.3M)
Q4 2024
Bank Plus Wealth Management LLC Shares Held: 139K ($6.41M)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 167K ($7.7M)
Q4 2024
Investment Planning Advisors, Inc. Shares Held: 220K ($10.1M)

Top Sells

Q4 2024
Financial Futures LTD Liability Co. Shares Held: 29.2K ($1.35M)
Q4 2024
Focus Financial Network, Inc. Shares Held: 244K ($11.2M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 881K ($40.5M)
Q4 2024
Sanctuary Advisors, LLC Shares Held: 11.8K ($543K)
Q4 2024
Daymark Wealth Partners, LLC Shares Held: 228K ($10.5M)

About JPIE

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