Institutional shares held 7.89 Million
0 calls
0 puts
Total value of holdings $374M
$0 calls
$0 puts
# of Institutions 57


Latest Institutional Activity in JPRE

Top Purchases

Q3 2025
Jpmorgan Chase & CO Shares Held: 6.22M ($295M)
Q3 2025
Raymond James Financial Inc Shares Held: 160K ($7.58M)
Q3 2025
Eclectic Associates Inc Shares Held: 105K ($4.98M)
Q3 2025
Cetera Investment Advisers Shares Held: 76.9K ($3.64M)
Q3 2025
Anderson Financial Strategies, LLC Shares Held: 151K ($7.17M)

Top Sells

Q3 2025
First Foundation Advisors Shares Held: 439K ($20.8M)
Q3 2025
Assetmark, Inc Shares Held: 1.83K ($86.9K)
Q3 2025
Goldman Sachs Group Inc Shares Held: 16.3K ($770K)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 6.07K ($288K)
Q3 2025
Swisher Financial Concepts, Inc. Shares Held: 7.71K ($365K)

About JPRE

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