Institutional shares held 332 Million
737K calls
636K puts
Total value of holdings $18.9B
$41.8M calls
$36.1M puts
# of Institutions 1,438


Latest Institutional Activity in JEPI

Top Purchases

Q4 2025
Traynor Capital Management, Inc. Shares Held: 937K ($53.2M)
Q4 2025
Mor Wealth Management, LLC Shares Held: 81.6K ($4.63M)
Q4 2025
Kathmere Capital Management, LLC Shares Held: 732K ($41.6M)
Q4 2025
Foguth Wealth Management, Llc. Shares Held: 197K ($11.2M)
Q4 2025
First Financial Bank Trust Division Shares Held: 605K ($34.4M)

Top Sells

Q4 2025
Teamwork Financial Advisors, LLC Shares Held: 98.7K ($5.6M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.37M ($78M)
Q4 2025
Park Avenue Securities LLC Shares Held: 57.7K ($3.28M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 152K ($8.62M)
Q4 2025
Next Level Private LLC Shares Held: 17.5K ($992K)

About JEPI

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