Institutional shares held 41.7 Million
0 calls
0 puts
Total value of holdings $1.92B
$0 calls
$0 puts
# of Institutions 276


Latest Institutional Activity in JPIE

Top Purchases

Q1 2025
Planned Solutions, Inc. Shares Held: 476K ($21.9M)
Q1 2025
Magnus Financial Group LLC Shares Held: 306K ($14.1M)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 34.8K ($1.6M)
Q1 2025
First Citizens Financial Corp Shares Held: 46.2K ($2.13M)
Q1 2025
Firethorn Wealth Partners, LLC Shares Held: 5.37K ($247K)

Top Sells

Q1 2025
Fermata Advisors, LLC Shares Held: 12.3K ($565K)
Q1 2025
Enclave Advisors LLC Shares Held: 812K ($37.4M)
Q1 2025
Financial Management Professionals, Inc. Shares Held: 191K ($8.81M)
Q1 2025
Hbw Advisory Services LLC Shares Held: 36.9K ($1.7M)
Q1 2025
Advisory Alpha, LLC Shares Held: 4.48K ($206K)

About JPIE

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