Institutional shares held 156 Million
679K calls
672K puts
Total value of holdings $8.2B
$35.7M calls
$35.4M puts
# of Institutions 822


Latest Institutional Activity in JEPQ

Top Purchases

Q1 2025
Morgan Stanley Shares Held: 19.5M ($1.03B)
Q1 2025
Lpl Financial LLC Shares Held: 10.9M ($571M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 22.1M ($1.17B)
Q1 2025
Allworth Financial LP Shares Held: 1.85M ($97.5M)
Q1 2025
Bank Of America Corp Shares Held: 9.6M ($505M)

Top Sells

Q1 2025
Private Advisor Group, LLC Shares Held: 1.05M ($55M)
Q1 2025
Gamma Investing LLC Shares Held: 15.1K ($794K)
Q1 2025
Marks Wealth, LLC Shares Held: 25K ($1.31M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 591K ($31.1M)
Q1 2025
American Trust Shares Held: 11.8K ($620K)

About JEPQ

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