Institutional shares held 143 Million
10.8K calls
0 puts
Total value of holdings $6.52B
$492K calls
$0 puts
# of Institutions 270


Latest Institutional Activity in JMBS

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.89M ($86.3M)
Q4 2025
Kwb Wealth Shares Held: 691K ($31.5M)
Q4 2025
Insight Wealth Strategies, LLC Shares Held: 351K ($16M)
Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 654K ($29.8M)
Q4 2025
Leo Wealth, LLC Shares Held: 434K ($19.8M)

Top Sells

Q4 2025
Lincoln Capital Corp Shares Held: 5.58K ($254K)
Q4 2025
Pictet North America Advisors Sa Shares Held: 227K ($10.4M)
Q4 2025
Blue Rock Wealth Management LLC Shares Held: 79K ($3.6M)
Q4 2025
Capital Advisors Inc Shares Held: 1.07M ($48.9M)
Q4 2025
Gibbs Wealth Management Shares Held: 47K ($2.14M)

About JMBS

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