Institutional shares held 280 Million
307K calls
341K puts
Total value of holdings $16.5B
$18.1M calls
$20.1M puts
# of Institutions 1,192


Latest Institutional Activity in JEPI

Top Purchases

Q4 2024
International Assets Investment Management, LLC Shares Held: 213K ($12.5M)
Q4 2024
Merit Financial Group, LLC Shares Held: 188K ($11.1M)
Q4 2024
Brady Martz Wealth Solutions, LLC Shares Held: 139K ($8.19M)
Q4 2024
Fermata Advisors, LLC Shares Held: 182K ($10.7M)
Q4 2024
Crescent Grove Advisors, LLC Shares Held: 131K ($7.72M)

Top Sells

Q4 2024
Marks Wealth, LLC Shares Held: 7.13K ($420K)
Q4 2024
Sterling Investment Counsel, LLC Shares Held: 184K ($10.8M)
Q4 2024
Daymark Wealth Partners, LLC Shares Held: 161K ($9.5M)
Q4 2024
Requisite Capital Management, LLC Shares Held: 1.34M ($79.1M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 2.46M ($145M)

About JEPI

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