Institutional shares held 312 Million
179K calls
309K puts
Total value of holdings $17.1B
$9.83M calls
$17M puts
# of Institutions 1,352


Latest Institutional Activity in JEPI

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 7.61M ($418M)
Q1 2025
Advisors Management Group Inc Shares Held: 266K ($14.6M)
Q1 2025
Sterling Investment Counsel, LLC Shares Held: 414K ($22.7M)
Q1 2025
Apollon Wealth Management, LLC Shares Held: 996K ($54.7M)
Q1 2025
Global Assets Advisory, LLC Shares Held: 317K ($17.4M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 131K ($7.17M)
Q1 2025
Cfo4 Life Group, LLC Shares Held: 196K ($10.8M)
Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 50.3K ($2.76M)
Q1 2025
Bessemer Group Inc Shares Held: 20.4K ($1.12M)
Q1 2025
Integrated Advisors Network LLC Shares Held: 176K ($9.65M)

About JEPI

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