Institutional shares held 304 Million
179K calls
309K puts
Total value of holdings $17.7B
$10.4M calls
$18M puts
# of Institutions 1,325


Latest Institutional Activity in JEPI

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 5.6M ($326M)
Q4 2024
Morgan Stanley Shares Held: 41.5M ($2.42B)
Q4 2024
Wells Fargo & Company Shares Held: 14.6M ($847M)
Q4 2024
Cary Street Partners Financial LLC Shares Held: 931K ($54.2M)
Q4 2024
Jane Street Group, LLC Shares Held: 840K ($48.9M)

Top Sells

Q4 2024
Jpmorgan Chase & CO Shares Held: 20.7M ($1.21B)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 22.6K ($1.32M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 4.9M ($285M)
Q4 2024
Marks Wealth, LLC Shares Held: 7.13K ($415K)
Q4 2024
Leigh Baldwin & Co., LLC Shares Held: 6.91K ($402K)

About JEPI

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