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Defiance S&P 500 Enhanced Options Income ETF (JEPY) Institutional Ownership

$33.61 -0.18 (-0.53%)
As of 08/29/2025

Institutional Ownership Changes (13F Filings) for Defiance S&P 500 Enhanced Options Income ETF (NYSEARCA:JEPY)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$1.58M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$84.77K
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Defiance S&P 500 Enhanced Options Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2025 Coppell Advisory Solutions LLC7,503$330K0.0%-22.2%0.096%
2/13/2025 Anchor Capital Management Group Inc40,000$1.76M0.6%N/A0.510%
2/2/2024 JMG Financial Group Ltd.30,148$544K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JEPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEPY shares?

During the previous two years, the following institutional investors and hedge funds held shares of Defiance S&P 500 Enhanced Options Income ETF shares: Anchor Capital Management Group Inc ($1.76M), and JMG Financial Group Ltd. ($544K), Coppell Advisory Solutions LLC ($330K).Learn more on Defiance S&P 500 Enhanced Options Income ETF's institutional investors.

Which institutional investors have been buying Defiance S&P 500 Enhanced Options Income ETF's stock?

The following institutional investors have purchased Defiance S&P 500 Enhanced Options Income ETF's stock in the last 24 months: Anchor Capital Management Group Inc ($40K), and JMG Financial Group Ltd. ($30.15K).

How much institutional buying is happening at Defiance S&P 500 Enhanced Options Income ETF?

Institutional investors have bought a total of 40,000 shares in the last 24 months. This purchase volume represents approximately $1.58M in transactions.

Which of Defiance S&P 500 Enhanced Options Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Defiance S&P 500 Enhanced Options Income ETF stock in the last 24 months: Coppell Advisory Solutions LLC ($2.15K).

How much institutional selling is happening at Defiance S&P 500 Enhanced Options Income ETF?

Institutional investors have sold a total of 2,146 shares in the last 24 months. This volume of shares sold represents approximately $84.77K in transactions.



This page (NYSEARCA:JEPY) was last updated on 9/2/2025 by MarketBeat.com Staff
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