Institutional shares held 7.9 Million
0 calls
0 puts
Total value of holdings $374M
$0 calls
$0 puts
# of Institutions 59


Latest Institutional Activity in JPRE

Top Purchases

Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 5.81K ($275K)
Q4 2025
Bill Few Associates, Inc. Shares Held: 16.3K ($770K)
Q4 2025
21 West Wealth Management LLC Shares Held: 29.8K ($1.41M)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 215 ($10.2K)
Q4 2025
Certified Advisory Corp Shares Held: 9.21K ($436K)

Top Sells

Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 13.4K ($634K)
Q4 2025
Silver Oak Securities, Inc Shares Held: 18.2K ($862K)
Q4 2025
Assetmark, Inc Shares Held: 1.81K ($85.8K)
Q3 2025
First Foundation Advisors Shares Held: 439K ($20.8M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 16.3K ($770K)

About JPRE

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