Institutional shares held 53.2 Million
0 calls
0 puts
Total value of holdings $2.45B
$0 calls
$0 puts
# of Institutions 314


Latest Institutional Activity in JPIE

Top Purchases

Q2 2025
Mc Carthy & Cox Shares Held: 107K ($4.95M)
Q2 2025
Hbw Advisory Services LLC Shares Held: 111K ($5.12M)
Q2 2025
Chesley Taft & Associates LLC Shares Held: 58.1K ($2.68M)
Q2 2025
Williams Financial, LLC Shares Held: 453K ($20.9M)
Q2 2025
Opal Wealth Advisors, LLC Shares Held: 48.4K ($2.23M)

Top Sells

Q2 2025
Focus Financial Network, Inc. Shares Held: 93.8K ($4.33M)
Q2 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 5.85K ($270K)
Q2 2025
Triumph Capital Management Shares Held: 9.79K ($451K)
Q2 2025
Financial Management Professionals, Inc. Shares Held: 182K ($8.38M)
Q2 2025
Massmutual Trust CO Fsb Shares Held: 27.1K ($1.25M)

About JPIE

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