Institutional shares held 10.2 Million
0 calls
0 puts
Total value of holdings $484M
$0 calls
$0 puts
# of Institutions 84


Latest Institutional Activity in JSCP

Top Purchases

Q1 2025
Cwm, LLC Shares Held: 706K ($33.4M)
Q1 2025
Roberts Wealth Advisors, LLC Shares Held: 131K ($6.19M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.92M ($90.7M)
Q1 2025
Transform Wealth, LLC Shares Held: 164K ($7.77M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 110K ($5.19M)

Top Sells

Q1 2025
Lodestone Wealth Management LLC Shares Held: 13.3K ($627K)
Q1 2025
Milestone Investment Advisors LLC Shares Held: 92.7K ($4.38M)
Q1 2025
Heritage Wealth Management, Inc. Shares Held: 50.6K ($2.39M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 8.98K ($425K)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 4.61K ($218K)

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