Institutional shares held 727 Million
511K calls
363K puts
Total value of holdings $41.3B
$29M calls
$20.6M puts
# of Institutions 1,383


Latest Institutional Activity in JEPI

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 402M ($22.8B)
Q2 2025
Capital Investment Advisors, LLC Shares Held: 622K ($35.3M)
Q2 2025
First Financial Bank Trust Division Shares Held: 529K ($30M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 192K ($10.9M)
Q2 2025
Teamwork Financial Advisors, LLC Shares Held: 908K ($51.6M)

Top Sells

Q2 2025
Requisite Capital Management, LLC Shares Held: 228K ($12.9M)
Q2 2025
Badgley Phelps Wealth Managers, LLC Shares Held: 8.63K ($490K)
Q2 2025
Magnus Financial Group LLC Shares Held: 263K ($14.9M)
Q2 2025
Financial Partners Group, Inc Shares Held: 33.1K ($1.88M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.53M ($86.8M)

About JEPI

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