Institutional shares held 45.2 Million
0 calls
0 puts
Total value of holdings $2.08B
$0 calls
$0 puts
# of Institutions 288


Latest Institutional Activity in JPIE

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 872K ($40.1M)
Q1 2025
Williams Financial, LLC Shares Held: 398K ($18.3M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 2.16M ($99.4M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 1.14M ($52.5M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 431K ($19.8M)

Top Sells

Q1 2025
Fermata Advisors, LLC Shares Held: 12.3K ($565K)
Q1 2025
Kingswood Wealth Advisors, LLC Shares Held: 10.7K ($495K)
Q1 2025
Enclave Advisors LLC Shares Held: 812K ($37.4M)
Q1 2025
Tpg Financial Advisors, LLC Shares Held: 422K ($19.4M)
Q1 2025
Financial Futures LTD Liability Co. Shares Held: 16.4K ($754K)

About JPIE

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