Institutional shares held 334 Million
511K calls
363K puts
Total value of holdings $19B
$29M calls
$20.6M puts
# of Institutions 1,375


Latest Institutional Activity in JEPI

Top Purchases

Q2 2025
First Financial Bank Trust Division Shares Held: 529K ($30M)
Q2 2025
First Hawaiian Bank Shares Held: 132K ($7.49M)
Q2 2025
Park National Corp Shares Held: 5.37K ($305K)
Q2 2025
Crumly & Associates Inc. Shares Held: 4.18K ($237K)
Q2 2025
Cpa Asset Management LLC Shares Held: 21.7K ($1.23M)

Top Sells

Q2 2025
Hbw Advisory Services LLC Shares Held: 524K ($29.8M)
Q2 2025
True Wealth Advisors, LLC Shares Held: 47.6K ($2.71M)
Q2 2025
Harbor Investment Advisory, LLC Shares Held: 89K ($5.05M)
Q2 2025
Capital Market Strategies LLC Shares Held: 5.03K ($285K)
Q2 2025
Waller Financial Planning Group, Inc Shares Held: 6.65K ($378K)

About JEPI

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