JEPI
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Max L. MillerHouse · R · OH |
JEPIJEPI · Stock |
Sale $1,001 - $15,000 |
Oct 8, 2023 | Oct 6, 2023 | Filing ↗ |
 Kevin HernHouse · R · OK |
JEPIJEPI · Stock |
Purchase $1,001 - $15,000 |
Nov 9, 2022 | Oct 6, 2022 | Filing ↗ |
| Kevin HernHouse · R · OK |
JEPIJEPI · Stock |
Purchase $1,001 - $15,000 |
Oct 10, 2022 | Sep 7, 2022 | Filing ↗ |
| Kevin HernHouse · R · OK |
JEPIJEPI · Stock |
Purchase $100,001 - $250,000 |
Sep 15, 2021 | Jul 30, 2021 | Filing ↗ |
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed1
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| Renaissance Technologies | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| EQ/JPMorgan Hedged Equity and Premium Income Portfolio EQ Advisors Trust | 2.1M | $116.7M | 30.36% | Jun 30, 2026 |
| NVIT Blueprint Capital Appreciation Fund NATIONWIDE VARIABLE INSURANCE TRUST | 620.0K | $35.1M | 2.04% | Mar 31, 2026 |
| NVIT Blueprint Moderate Fund NATIONWIDE VARIABLE INSURANCE TRUST | 608.2K | $34.5M | 2.03% | Mar 31, 2026 |
| NVIT Investor Destinations Moderate Fund NATIONWIDE VARIABLE INSURANCE TRUST | 599.1K | $34.0M | 2.05% | Mar 31, 2026 |
| NYLIM Hedge Multi-Strategy Tracker ETF NYLIM ETF Trust | 562.4K | $32.3M | 3.21% | Jul 31, 2026 |
| Strategy Shares NASDAQ 7HANDL Index ETF Strategy Shares | 493.8K | $28.4M | 4.50% | Jul 31, 2026 |
| NVIT Investor Destinations Capital Appreciation Fund NATIONWIDE VARIABLE INSURANCE TRUST | 499.2K | $28.3M | 2.05% | Mar 31, 2026 |
| NVIT Blueprint Balanced Fund NATIONWIDE VARIABLE INSURANCE TRUST | 496.0K | $28.1M | 2.05% | Mar 31, 2026 |
| NVIT Investor Destinations Moderately Aggressive Fund NATIONWIDE VARIABLE INSURANCE TRUST | 363.6K | $20.6M | 2.05% | Mar 31, 2026 |
| NVIT Investor Destinations Balanced Fund NATIONWIDE VARIABLE INSURANCE TRUST | 357.8K | $20.3M | 2.04% | Mar 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list JEPI's shares (CUSIP 46641Q332), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming JEPI as the client.
Government Contracts
No federal contract awards found for JEPI.
U.S. Patents
No USPTO patent applications found for JEPI.
Annual Financials
No annual XBRL figures on record for JEPI. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in JEPI's price history.
Material Events (8-K)
No 8-K filings on record.
About JEPI
No company profile on record.