Institutional shares held 333 Million
737K calls
636K puts
Total value of holdings $18.9B
$41.8M calls
$36.1M puts
# of Institutions 1,434


Latest Institutional Activity in JEPI

Top Purchases

Q3 2025
Cetera Investment Advisers Shares Held: 5.16M ($293M)
Q3 2025
Morgan Stanley Shares Held: 47M ($2.67B)
Q3 2025
Jones Financial Companies Lllp Shares Held: 2.03M ($115M)
Q3 2025
Wells Fargo & Company Shares Held: 17M ($963M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 9.43M ($535M)

Top Sells

Q3 2025
Jpmorgan Chase & CO Shares Held: 8.22M ($466M)
Q3 2025
Cibc Bancorp Usa Inc. Shares Held: 46.7K ($2.65M)
Q3 2025
Ubs Group Ag Shares Held: 7.57M ($429M)
Q3 2025
Tcfg Wealth Management, LLC Shares Held: 21.1K ($1.2M)
Q3 2025
Mml Investors Services, LLC Shares Held: 2.83M ($161M)

About JEPI

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