Institutional shares held 746 Million
839K calls
634K puts
Total value of holdings $41.8B
$47M calls
$35.6M puts
# of Institutions 1,399


Latest Institutional Activity in JEPI

Top Purchases

Q2 2025
Nationwide Fund Advisors Shares Held: 6.98M ($391M)
Q2 2025
Morgan Stanley Shares Held: 45.8M ($2.57B)
Q2 2025
Lpl Financial LLC Shares Held: 3.91M ($219M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 8.94M ($501M)
Q2 2025
Hamilton Capital, LLC Shares Held: 1.27M ($71.4M)

Top Sells

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 61.3K ($3.43M)
Q2 2025
Requisite Capital Management, LLC Shares Held: 228K ($12.8M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 507K ($28.4M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 5.43M ($305M)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 231K ($13M)

About JEPI

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