Institutional shares held 280 Million
307K calls
341K puts
Total value of holdings $16.3B
$17.9M calls
$19.8M puts
# of Institutions 1,170


Latest Institutional Activity in JEPI

Top Purchases

Q3 2024
Jpmorgan Chase & CO Shares Held: 22.4M ($1.3B)
Q3 2024
Bank Of America Corp Shares Held: 30.7M ($1.79B)
Q3 2024
Morgan Stanley Shares Held: 39.4M ($2.29B)
Q3 2024
Sanctuary Advisors, LLC Shares Held: 612K ($35.6M)
Q3 2024
Marks Wealth, LLC Shares Held: 492K ($28.6M)

Top Sells

Q3 2024
River Front Investment Group, LLC Shares Held: 1.84M ($107M)
Q3 2024
Strategic Financial Concepts, LLC Shares Held: 28.3K ($1.65M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 6.35M ($370M)
Q3 2024
Pensionmark Financial Group, LLC Shares Held: 141K ($8.19M)
Q3 2024
Franklin Resources Inc Shares Held: 1.02M ($59.2M)

About JEPI

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