Institutional shares held 312 Million
179K calls
309K puts
Total value of holdings $17.1B
$9.85M calls
$17M puts
# of Institutions 1,348


Latest Institutional Activity in JEPI

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 7.61M ($418M)
Q1 2025
Advisors Management Group Inc Shares Held: 266K ($14.6M)
Q1 2025
Sterling Investment Counsel, LLC Shares Held: 414K ($22.7M)
Q1 2025
Global Assets Advisory, LLC Shares Held: 317K ($17.4M)
Q1 2025
Confluence Wealth Services, Inc. Shares Held: 1.77M ($97M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 131K ($7.17M)
Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 50.3K ($2.76M)
Q1 2025
Bessemer Group Inc Shares Held: 20.4K ($1.12M)
Q1 2025
Integrated Advisors Network LLC Shares Held: 176K ($9.65M)
Q1 2025
Fragasso Group Inc. Shares Held: 92.4K ($5.07M)

About JEPI

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I - Discretionary transaction×
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G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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