Institutional shares held 19.8 Million
0 calls
0 puts
Total value of holdings $968M
$0 calls
$0 puts
# of Institutions 202


Latest Institutional Activity in JPIB

Top Purchases

Q4 2025
Econ Financial Services Corp Shares Held: 44.9K ($2.19M)
Q4 2025
Forth Right Wealth Management, LLC Shares Held: 385K ($18.8M)
Q4 2025
Kmg Fiduciary Partners, LLC Shares Held: 347K ($17M)
Q4 2025
Cadent Capital Advisors, LLC Shares Held: 23.7K ($1.16M)
Q4 2025
Apella Capital, LLC Shares Held: 140K ($6.86M)

Top Sells

Q4 2025
Mc Carthy & Cox Shares Held: 8.11K ($396K)
Q4 2025
Acima Private Wealth, LLC Shares Held: 211K ($10.3M)
Q4 2025
First Citizens Financial Corp Shares Held: 19.9K ($973K)
Q4 2025
Sunflower Bank, N.A. Shares Held: 13.9K ($681K)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 107K ($5.25M)

About JPIB

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