Institutional shares held 272 Million
311K calls
428K puts
Total value of holdings $15.4B
$17.7M calls
$24.3M puts
# of Institutions 1,085


Latest Institutional Activity in JEPI

Top Purchases

Q1 2024
Global Assets Advisory, LLC Shares Held: 6.17M ($350M)
Q1 2024
Morgan Stanley Shares Held: 37.1M ($2.11B)
Q1 2024
Cetera Investment Advisers Shares Held: 4.14M ($235M)
Q1 2024
Wells Fargo & Company Shares Held: 12.3M ($696M)
Q1 2024
Ubs Group Ag Shares Held: 6.73M ($383M)

Top Sells

Q1 2024
Moss Adams Wealth Advisors LLC Shares Held: 58.5K ($3.32M)
Q1 2024
Ae Wealth Management LLC Shares Held: 201K ($11.4M)
Q1 2024
Sage Advisory Services, Ltd.Co. Shares Held: 13.7K ($780K)
Q1 2024
Thrivent Financial For Lutherans Shares Held: 162K ($9.22M)
Q1 2024
New York Life Investment Management LLC Shares Held: 492K ($28M)

About JEPI

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