Institutional shares held 95.5 Million
0 calls
0 puts
Total value of holdings $4.42B
$0 calls
$0 puts
# of Institutions 342


Latest Institutional Activity in JCPB

Top Purchases

Q1 2025
Factory Mutual Insurance CO Shares Held: 2.15M ($99.5M)
Q1 2025
Arlington Financial Advisors, LLC Shares Held: 511K ($23.6M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 2.25M ($104M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 237K ($10.9M)
Q1 2025
Bond & Devick Financial Network, Inc. Shares Held: 339K ($15.7M)

Top Sells

Q1 2025
Exchange Traded Concepts, LLC Shares Held: 138K ($6.38M)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 566K ($26.2M)
Q1 2025
Retirement Planning Group Shares Held: 36K ($1.67M)
Q1 2025
Signet Financial Management, LLC Shares Held: 13.6K ($630K)
Q1 2025
Rda Financial Network Shares Held: 4.91K ($227K)

About JCPB

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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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