Institutional shares held 1.55 Million
0 calls
0 puts
Total value of holdings $56.4M
$0 calls
$0 puts
# of Institutions 37


Latest Institutional Activity in JOET

Top Purchases

Q1 2025
Armstrong, Fleming & Moore, Inc Shares Held: 12.9K ($468K)
Q1 2025
Ritholtz Wealth Management Shares Held: 9K ($327K)
Q1 2025
Dkm Wealth Management, Inc. Shares Held: 15.7K ($573K)
Q4 2024
Bank Of America Corp Shares Held: 83.5K ($3.04M)
Q4 2024
Wells Fargo & Company Shares Held: 264K ($9.6M)

Top Sells

Q1 2025
Grassi Investment Management Shares Held: 15K ($546K)
Q4 2024
Total Clarity Wealth Management, Inc. Shares Held: 64.4K ($2.34M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 38.9K ($1.42M)
Q4 2024
Empirical Asset Management, LLC Shares Held: 61.5K ($2.24M)
Q4 2024
New Edge Advisors, LLC Shares Held: 56.3K ($2.05M)

About JOET

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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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