Institutional shares held 345 Million
839K calls
634K puts
Total value of holdings $19.6B
$47.5M calls
$35.9M puts
# of Institutions 1,399


Latest Institutional Activity in JEPI

Top Purchases

Q3 2025
Scott Capital Advisors, LLC Shares Held: 124K ($7M)
Q3 2025
Asset Allocation Strategies LLC Shares Held: 85.7K ($4.86M)
Q3 2025
Perkins Coie Trust CO Shares Held: 140K ($7.91M)
Q3 2025
Curran Financial Partners, LLC Shares Held: 340K ($19.3M)
Q3 2025
First Financial Bank Trust Division Shares Held: 564K ($31.9M)

Top Sells

Q3 2025
Teamwork Financial Advisors, LLC Shares Held: 490K ($27.8M)
Q3 2025
Advance Capital Management, Inc. Shares Held: 17.4K ($985K)
Q3 2025
Signal Advisors Wealth, LLC Shares Held: 25K ($1.42M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 54.6K ($3.09M)
Q3 2025
Hbw Advisory Services LLC Shares Held: 481K ($27.3M)

About JEPI

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