Institutional shares held 284 Million
307K calls
344K puts
Total value of holdings $16.7B
$18.1M calls
$20.3M puts
# of Institutions 1,221


Latest Institutional Activity in JEPI

Top Purchases

Q4 2024
Tiger Oak Management, L.L.C. Shares Held: 368K ($21.6M)
Q4 2024
Stonebridge Financial Group, LLC Shares Held: 226K ($13.3M)
Q4 2024
Chicago Partners Investment Group LLC Shares Held: 224K ($13.1M)
Q4 2024
International Assets Investment Management, LLC Shares Held: 213K ($12.5M)
Q4 2024
Merit Financial Group, LLC Shares Held: 188K ($11M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 22.6K ($1.33M)
Q4 2024
Marks Wealth, LLC Shares Held: 7.13K ($419K)
Q4 2024
Sterling Investment Counsel, LLC Shares Held: 184K ($10.8M)
Q4 2024
New York Life Investment Management LLC Shares Held: 89.3K ($5.24M)
Q4 2024
Rational Advisors LLC Shares Held: 548K ($32.2M)

About JEPI

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