Institutional shares held 272 Million
311K calls
428K puts
Total value of holdings $15.6B
$17.9M calls
$24.6M puts
# of Institutions 1,087


Latest Institutional Activity in JEPI

Top Purchases

Q1 2024
Global Assets Advisory, LLC Shares Held: 6.17M ($354M)
Q1 2024
Morgan Stanley Shares Held: 37.1M ($2.13B)
Q1 2024
Wells Fargo & Company Shares Held: 12.3M ($703M)
Q1 2024
Ubs Group Ag Shares Held: 6.73M ($386M)
Q1 2024
Exchange Traded Concepts, LLC Shares Held: 967K ($55.5M)

Top Sells

Q1 2024
Moss Adams Wealth Advisors LLC Shares Held: 58.5K ($3.36M)
Q1 2024
Ae Wealth Management LLC Shares Held: 201K ($11.6M)
Q1 2024
Sage Advisory Services, Ltd.Co. Shares Held: 13.7K ($788K)
Q1 2024
Thrivent Financial For Lutherans Shares Held: 162K ($9.31M)
Q1 2024
New York Life Investment Management LLC Shares Held: 492K ($28.2M)

About JEPI

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