Institutional shares held 310 Million
179K calls
309K puts
Total value of holdings $17.6B
$10.2M calls
$17.5M puts
# of Institutions 1,330


Latest Institutional Activity in JEPI

Top Purchases

Q1 2025
Gamma Investing LLC Shares Held: 7.46M ($423M)
Q1 2025
Rothschild Investment LLC Shares Held: 334K ($18.9M)
Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 754K ($42.7M)
Q1 2025
First Hawaiian Bank Shares Held: 88.5K ($5.02M)
Q1 2025
Nbc Securities, Inc. Shares Held: 51.2K ($2.9M)

Top Sells

Q1 2025
Fragasso Group Inc. Shares Held: 92.4K ($5.23M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 171K ($9.67M)
Q1 2025
Sulzberger Capital Advisors, Inc. Shares Held: 59.6K ($3.38M)
Q1 2025
Lifestyle Asset Management, Inc. Shares Held: 43.6K ($2.47M)
Q1 2025
Legacy Private Trust Co. Shares Held: 130K ($7.37M)

About JEPI

Track Institutional and Insider Activities on JEPI

Follow J P MORGAN EXCHANGE-TRADED FD and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JEPI shares.

Notify only if

Insider Trading

Get notified when an J P Morgan Exchange Traded Fd insider buys or sells JEPI shares.

Notify only if

News

Receive news related to J P MORGAN EXCHANGE-TRADED FD

Track Activities on JEPI