Institutional shares held 12.9 Million
0 calls
0 puts
Total value of holdings $628M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in JCPI

Top Purchases

Q3 2025
Jpmorgan Chase & CO Shares Held: 11M ($535M)
Q3 2025
Ae Wealth Management LLC Shares Held: 51.2K ($2.49M)
Q3 2025
Private Advisor Group, LLC Shares Held: 35.9K ($1.74M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 30.8K ($1.5M)
Q3 2025
Integrated Wealth Concepts LLC Shares Held: 30.4K ($1.48M)

Top Sells

Q3 2025
High Tower Advisors, LLC Shares Held: 25.8K ($1.25M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 61.4K ($2.98M)
Q3 2025
Oxford Financial Group LTD Shares Held: 280K ($13.6M)
Q3 2025
Collier Financial Shares Held: 4.23K ($205K)
Q3 2025
Clear Creek Financial Management, LLC Shares Held: 21.8K ($1.06M)

About JCPI

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