Institutional shares held 10.3 Million
0 calls
0 puts
Total value of holdings $485M
$0 calls
$0 puts
# of Institutions 84


Latest Institutional Activity in JSCP

Top Purchases

Q1 2025
Cwm, LLC Shares Held: 706K ($33.4M)
Q1 2025
Roberts Wealth Advisors, LLC Shares Held: 131K ($6.19M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.92M ($90.7M)
Q1 2025
Transform Wealth, LLC Shares Held: 164K ($7.77M)
Q1 2025
Frederick Financial Consultants, LLC Shares Held: 21K ($992K)

Top Sells

Q1 2025
Lodestone Wealth Management LLC Shares Held: 13.3K ($627K)
Q1 2025
Milestone Investment Advisors LLC Shares Held: 92.7K ($4.38M)
Q1 2025
Heritage Wealth Management, Inc. Shares Held: 50.6K ($2.39M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 8.98K ($425K)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 4.61K ($218K)

About JSCP

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P - Open market or private purchase×
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I - Discretionary transaction×
M - Exercise of conversion of derivative security×
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E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
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L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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