Institutional shares held 334 Million
511K calls
363K puts
Total value of holdings $18.7B
$28.7M calls
$20.4M puts
# of Institutions 1,367


Latest Institutional Activity in JEPI

Top Purchases

Q1 2025
Jpmorgan Chase & CO Shares Held: 28.2M ($1.58B)
Q1 2025
Morgan Stanley Shares Held: 43.9M ($2.46B)
Q1 2025
Bank Of America Corp Shares Held: 32.7M ($1.83B)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 6.16M ($346M)
Q1 2025
Wells Fargo & Company Shares Held: 15.7M ($881M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 131K ($7.32M)
Q1 2025
Eaton Financial Holdings Company, LLC Shares Held: 250K ($14M)
Q1 2025
Cfo4 Life Group, LLC Shares Held: 196K ($11M)
Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 50.3K ($2.82M)
Q1 2025
Bessemer Group Inc Shares Held: 20.4K ($1.14M)

About JEPI

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