Institutional shares held 143 Million
10.8K calls
0 puts
Total value of holdings $6.5B
$492K calls
$0 puts
# of Institutions 266


Latest Institutional Activity in JMBS

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.89M ($86.3M)
Q4 2025
Kwb Wealth Shares Held: 691K ($31.5M)
Q4 2025
Insight Wealth Strategies, LLC Shares Held: 351K ($16M)
Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 654K ($29.8M)
Q4 2025
Gradient Investments LLC Shares Held: 2.23M ($102M)

Top Sells

Q4 2025
Advance Capital Management, Inc. Shares Held: 13.9K ($633K)
Q4 2025
Breakwater Capital Group Shares Held: 9.65K ($440K)
Q4 2025
Ehrlich Financial Group Shares Held: 51.6K ($2.35M)
Q3 2025
Bailard, Inc. Shares Held: 74.5K ($3.4M)
Q3 2025
Richard Bernstein Advisors LLC Shares Held: 8.95M ($408M)

About JMBS

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