Institutional shares held 3.02 Million
0 calls
0 puts
Total value of holdings $357M
$0 calls
$0 puts
# of Institutions 85


Latest Institutional Activity in JPUS

Top Purchases

Q3 2024
Sterneck Capital Management, LLC Shares Held: 81.8K ($9.66M)
Q3 2024
Raymond James & Associates Shares Held: 3.88K ($458K)
Q3 2024
Independent Wealth Network Inc. Shares Held: 10.3K ($1.21M)
Q3 2024
Creative Financial Designs Inc Shares Held: 100 ($11.8K)
Q3 2024
Bellevue Asset Management, LLC Shares Held: 5.6K ($661K)

Top Sells

Q3 2024
St Germain D J CO Inc Shares Held: 466K ($55M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 163K ($19.3M)
Q3 2024
Modera Wealth Management, LLC Shares Held: 320K ($37.8M)
Q3 2024
Etesian Wealth Advisors, Inc. Shares Held: 8.62K ($1.02M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 51K ($6.03M)

About JPUS

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