Institutional shares held 7.11 Million
0 calls
0 puts
Total value of holdings $341M
$0 calls
$0 puts
# of Institutions 54


Latest Institutional Activity in JPRE

Top Purchases

Q2 2025
21 West Wealth Management LLC Shares Held: 28.2K ($1.36M)
Q2 2025
Silver Oak Securities, Inc Shares Held: 13.1K ($628K)
Q2 2025
Gradient Investments LLC Shares Held: 154K ($7.41M)
Q2 2025
Advisor Net Financial, Inc Shares Held: 392 ($18.8K)
Q1 2025
First Foundation Advisors Shares Held: 492K ($23.6M)

Top Sells

Q1 2025
Jpmorgan Chase & CO Shares Held: 5.6M ($269M)
Q1 2025
Cetera Investment Advisers Shares Held: 41.6K ($2M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 3.43K ($165K)
Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 15.5K ($746K)
Q1 2025
Tower Research Capital LLC (Trc) Shares Held: 110 ($5.28K)

About JPRE

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