Institutional shares held 41.8 Million
0 calls
0 puts
Total value of holdings $1.92B
$0 calls
$0 puts
# of Institutions 275


Latest Institutional Activity in JPIE

Top Purchases

Q1 2025
Massmutual Trust CO Fsb Shares Held: 34.8K ($1.6M)
Q1 2025
First Citizens Financial Corp Shares Held: 46.2K ($2.13M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 6.26K ($288K)
Q4 2024
Cary Street Partners Financial LLC Shares Held: 622K ($28.6M)
Q4 2024
Warren Averett Asset Management, LLC Shares Held: 987K ($45.5M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 4.48K ($206K)
Q1 2025
Legacy Financial Strategies, LLC Shares Held: 6.64K ($306K)
Q4 2024
Prentice Wealth Management LLC Shares Held: 6.51K ($300K)
Q4 2024
Financial Futures LTD Liability Co. Shares Held: 29.2K ($1.35M)
Q4 2024
Cary Street Partners Investment Advisory LLC Shares Held: 3.76K ($173K)

About JPIE

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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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