Institutional shares held 248 Million
358K calls
677K puts
Total value of holdings $14.1B
$20.4M calls
$38.6M puts
# of Institutions 1,004


Latest Institutional Activity in JEPI

Top Purchases

Q4 2023
Cibc Private Wealth Group, LLC Shares Held: 3.17M ($181M)
Q4 2023
Morgan Stanley Shares Held: 33.8M ($1.92B)
Q4 2023
Wealth Enhancement Advisory Services, LLC Shares Held: 1.42M ($81M)
Q4 2023
Confluence Wealth Services, Inc. Shares Held: 959K ($54.6M)
Q4 2023
High Tower Advisors, LLC Shares Held: 2.11M ($120M)

Top Sells

Q4 2023
International Assets Investment Management, LLC Shares Held: 214K ($12.2M)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 6.48M ($369M)
Q4 2023
Rational Advisors LLC Shares Held: 0 ($0)
Q4 2023
Gradient Investments LLC Shares Held: 311K ($17.7M)
Q4 2023
B & T Capital Management Dba Alpha Capital Management Shares Held: 22.8K ($1.3M)

About JEPI

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