Institutional shares held 3.56 Million
0 calls
0 puts
Total value of holdings $267M
$0 calls
$0 puts
# of Institutions 68


Latest Institutional Activity in DBJP

Top Purchases

Q1 2025
Rfg Advisory, LLC Shares Held: 7.46K ($559K)
Q1 2025
Affinity Wealth Management LLC Shares Held: 147K ($11M)
Q1 2025
Ameliora Wealth Management Ltd. Shares Held: 58K ($4.34M)
Q1 2025
Merit Financial Group, LLC Shares Held: 5.07K ($380K)
Q4 2024
Jpmorgan Chase & CO Shares Held: 357K ($26.7M)

Top Sells

Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 36K ($2.7M)
Q1 2025
First United Bank & Trust Shares Held: 1K ($74.9K)
Q1 2025
Next Level Private LLC Shares Held: 8.44K ($632K)
Q4 2024
Partners Capital Investment Group, LLP Shares Held: 1.03M ($76.9M)
Q4 2024
Flow Traders U.S. LLC Shares Held: 57.1K ($4.28M)

About DBJP

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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