Institutional shares held 88 Million
65.2K calls
102K puts
Total value of holdings $4.62B
$3.42M calls
$5.36M puts
# of Institutions 539


Latest Institutional Activity in JEPQ

Top Purchases

Q2 2024
Advance Capital Management, Inc. Shares Held: 413K ($21.7M)
Q2 2024
Signature Estate & Investment Advisors LLC Shares Held: 399K ($20.9M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 388K ($20.4M)
Q2 2024
Raymond James & Associates Shares Held: 1.16M ($61M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 1.41M ($74.2M)

Top Sells

Q2 2024
Marks Wealth, LLC Shares Held: 1.61M ($84.3M)
Q2 2024
Stone Crest Wealth Management, Inc. Shares Held: 86.9K ($4.56M)
Q2 2024
David R. Rahn & Associates Inc. Shares Held: 89.2K ($4.68M)
Q2 2024
Meridian Financial Partners LLC Shares Held: 39.3K ($2.06M)
Q2 2024
Coastal Investment Advisors, Inc. Shares Held: 16.7K ($879K)

About JEPQ

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