Institutional shares held 280 Million
307K calls
341K puts
Total value of holdings $16.6B
$18.2M calls
$20.2M puts
# of Institutions 1,170


Latest Institutional Activity in JEPI

Top Purchases

Q3 2024
Jpmorgan Chase & CO Shares Held: 22.4M ($1.29B)
Q3 2024
Bank Of America Corp Shares Held: 30.7M ($1.78B)
Q3 2024
Morgan Stanley Shares Held: 39.4M ($2.28B)
Q3 2024
Sanctuary Advisors, LLC Shares Held: 612K ($35.3M)
Q3 2024
Marks Wealth, LLC Shares Held: 492K ($28.4M)

Top Sells

Q3 2024
River Front Investment Group, LLC Shares Held: 1.84M ($106M)
Q3 2024
Strategic Financial Concepts, LLC Shares Held: 28.3K ($1.64M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 6.35M ($367M)
Q3 2024
Pensionmark Financial Group, LLC Shares Held: 141K ($8.12M)
Q3 2024
Franklin Resources Inc Shares Held: 1.02M ($58.7M)

About JEPI

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