Institutional shares held 7.56 Million
0 calls
0 puts
Total value of holdings $354M
$0 calls
$0 puts
# of Institutions 58


Latest Institutional Activity in JPRE

Top Purchases

Q2 2025
Anderson Financial Strategies, LLC Shares Held: 134K ($6.28M)
Q2 2025
First American Trust, Fsb Shares Held: 99.5K ($4.66M)
Q2 2025
Raymond James Financial Inc Shares Held: 126K ($5.9M)
Q2 2025
First Foundation Advisors Shares Held: 525K ($24.6M)
Q2 2025
21 West Wealth Management LLC Shares Held: 28.2K ($1.32M)

Top Sells

Q2 2025
Bank Of America Corp Shares Held: 902 ($42.2K)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 14.7K ($688K)
Q2 2025
Swisher Financial Concepts, Inc. Shares Held: 12.1K ($564K)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 13.4K ($627K)
Q2 2025
Assetmark, Inc Shares Held: 46K ($2.15M)

About JPRE

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