Institutional shares held 5.39 Million
0 calls
0 puts
Total value of holdings $328M
$0 calls
$0 puts
# of Institutions 128


Latest Institutional Activity in JPEM

Top Purchases

Q4 2025
Tactive Advisors, LLC Shares Held: 131K ($8M)
Q4 2025
Amplius Wealth Advisors, LLC Shares Held: 138K ($8.38M)
Q4 2025
Walkner Condon Financial Advisors LLC Shares Held: 3.41K ($208K)
Q4 2025
Rhs Financial, LLC Shares Held: 59.7K ($3.64M)
Q4 2025
Signet Financial Management, LLC Shares Held: 18.9K ($1.15M)

Top Sells

Q4 2025
Sovran Advisors, LLC Shares Held: 10.3K ($626K)
Q4 2025
Sharkey, Howes & Javer Shares Held: 9.98K ($608K)
Q4 2025
Accel Wealth Management Shares Held: 33.5K ($2.04M)
Q4 2025
Precedent Wealth Partners, LLC Shares Held: 5.53K ($337K)
Q4 2025
Focus Financial Network, Inc. Shares Held: 25.2K ($1.53M)

About JPEM

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