Institutional shares held 280 Million
307K calls
341K puts
Total value of holdings $16.2B
$17.8M calls
$19.7M puts
# of Institutions 1,175


Latest Institutional Activity in JEPI

Top Purchases

Q4 2024
International Assets Investment Management, LLC Shares Held: 213K ($12.2M)
Q4 2024
Gamma Investing LLC Shares Held: 121K ($6.88M)
Q4 2024
First Hawaiian Bank Shares Held: 26.7K ($1.52M)
Q4 2024
Cva Family Office, LLC Shares Held: 205K ($11.7M)
Q4 2024
Lowe Wealth Advisors, LLC Shares Held: 110K ($6.28M)

Top Sells

Q4 2024
Hbw Advisory Services LLC Shares Held: 521K ($29.7M)
Q4 2024
Graypoint LLC Shares Held: 371K ($21.2M)
Q4 2024
Worth Asset Management, LLC Shares Held: 33.4K ($1.91M)
Q4 2024
Org Partners LLC Shares Held: 16.4K ($938K)
Q4 2024
Sugarloaf Wealth Management, LLC Shares Held: 5.99K ($342K)

About JEPI

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