Institutional shares held 274 Million
311K calls
428K puts
Total value of holdings $15.6B
$17.7M calls
$24.4M puts
# of Institutions 1,103


Latest Institutional Activity in JEPI

Top Purchases

Q2 2024
Cwm, LLC Shares Held: 1.74M ($99.1M)
Q2 2024
Gradient Investments LLC Shares Held: 821K ($46.8M)
Q2 2024
Raymond James & Associates Shares Held: 2.42M ($138M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 2.9M ($165M)
Q2 2024
Sterling Investment Counsel, LLC Shares Held: 335K ($19.1M)

Top Sells

Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 1.86M ($106M)
Q2 2024
Prentice Wealth Management LLC Shares Held: 11.1K ($635K)
Q2 2024
Janney Montgomery Scott LLC Shares Held: 2.57M ($146M)
Q2 2024
Ergawealth Advisors, Inc. Shares Held: 343K ($19.6M)
Q2 2024
Csenge Advisory Group Shares Held: 8.3K ($473K)

About JEPI

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