Institutional shares held 244 Million
9.9K calls
800 puts
Total value of holdings $12.4B
$501K calls
$40K puts
# of Institutions 703


Latest Institutional Activity in JAAA

Top Purchases

Q1 2025
Annex Advisory Services, LLC Shares Held: 3.44M ($174M)
Q1 2025
Marcum Wealth, LLC Shares Held: 1.23M ($62.4M)
Q1 2025
Advance Capital Management, Inc. Shares Held: 2.95M ($149M)
Q1 2025
Integrated Advisors Network LLC Shares Held: 797K ($40.4M)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 843K ($42.7M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.2M ($213M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 44 ($2.23K)
Q1 2025
Mason & Associates Inc Shares Held: 230K ($11.6M)
Q1 2025
Atlas Private Wealth Advisors Shares Held: 233K ($11.8M)
Q1 2025
Fragasso Group Inc. Shares Held: 860K ($43.6M)

About JAAA

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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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