Institutional shares held 292 Million
307K calls
344K puts
Total value of holdings $17.2B
$18M calls
$20.2M puts
# of Institutions 1,263


Latest Institutional Activity in JEPI

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 5.6M ($331M)
Q4 2024
Hilton Capital Management, LLC Shares Held: 521K ($30.7M)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 4.12M ($244M)
Q4 2024
Tiger Oak Management, L.L.C. Shares Held: 368K ($21.7M)
Q4 2024
Lpl Financial LLC Shares Held: 2.23M ($132M)

Top Sells

Q4 2024
Jpmorgan Chase & CO Shares Held: 20.7M ($1.22B)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 22.6K ($1.34M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 4.9M ($290M)
Q4 2024
Marks Wealth, LLC Shares Held: 7.13K ($421K)
Q4 2024
Sterling Investment Counsel, LLC Shares Held: 184K ($10.8M)

About JEPI

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