JULH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $24.97
52W Range $25–$25

JULH Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$1.07Paid quarterly
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Jun 30, 2026$0.27USD—
Mar 31, 2026$0.40USD—
Dec 31, 2025$0.53USD—
Sep 30, 2025$0.40USD—
Jun 30, 2025$0.40USD—
Mar 31, 2025$0.40USD—
Dec 31, 2024$0.40USD—
Sep 30, 2024$0.40USD—
Jun 28, 2024$0.46USD—
Mar 27, 2024$0.46USD—
Dec 28, 2023$0.46USD—
Sep 28, 2023$0.46USD—

Institutional owners (13F) 22 filers · $9.1M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 22
Value held $9.1M
New positions 2
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-1 vs prior Q) 5 (+1 vs prior Q) 2 (-5 vs prior Q) 6 (0 vs prior Q) -89K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
World Investment Advisors $2,000,749 81,027 22.02% Shares
Brookstone Capital Management $1,280,758 51,436 14.09% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,278,092 51,329 14.06% Shares
STEPHENS INC /AR/ $919,159 36,914 10.11% Shares
Whipplewood Advisors, LLC $781,412 31,382 8.60% Shares
Farther Finance Advisors, LLC $678,905 27,265 7.47% Shares
RAYMOND JAMES FINANCIAL INC $647,450 26,002 7.12% Shares
COMMONWEALTH EQUITY SERVICES, LLC $564,240 22,660 6.21% Shares
Accurate Wealth Management, LLC $297,380 11,931 3.27% Shares
Soltis Investment Advisors LLC $250,457 10,059 2.76% Shares
Sunbelt Securities, Inc. $232,061 9,398 2.55% Shares
HARBOR INVESTMENT ADVISORY, LLC $50,298 2,020 0.55% Shares
Luminist Capital LLC $35,476 1,424 0.39% Shares
MORGAN STANLEY $26,469 1,063 0.29% Shares
AE Wealth Management LLC $24,153 970 0.27% Shares
CoreCap Advisors, LLC $9,587 385 0.11% Shares
OSAIC HOLDINGS, INC. $4,706 189 0.05% Shares
IFP Advisors, Inc $2,490 100 0.03% Shares
EverSource Wealth Advisors, LLC $1,992 80 0.02% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $996 40 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $822 33 0.01% Shares
Motiv8 Investments LLC $42 1,690 0.00% Shares

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