Institutional shares held 4.2 Million
0 calls
0 puts
Total value of holdings $286M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in JPIN

Top Purchases

Q4 2025
Lodestone Wealth Management LLC Shares Held: 1.32K ($89.8K)
Q4 2025
Sherman Wealth Management LLC Shares Held: 18.5K ($1.26M)
Q4 2025
Kathmere Capital Management, LLC Shares Held: 13.7K ($935K)
Q4 2025
Rhs Financial, LLC Shares Held: 9.4K ($642K)
Q3 2025
Gts Securities LLC Shares Held: 203K ($13.9M)

Top Sells

Q4 2025
Daymark Wealth Partners, LLC Shares Held: 6.26K ($427K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 470K ($32.1M)
Q4 2025
Spire Wealth Management Shares Held: 12.4K ($848K)
Q4 2025
Signet Financial Management, LLC Shares Held: 9.53K ($650K)
Q4 2025
Apella Capital, LLC Shares Held: 18.2K ($1.24M)

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