Institutional shares held 88.3 Million
65.2K calls
102K puts
Total value of holdings $4.85B
$3.58M calls
$5.62M puts
# of Institutions 536

Latest Institutional Activity in JEPQ

Top Purchases

Q2 2024
Advance Capital Management, Inc. Shares Held: 413K ($22.7M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 388K ($21.3M)
Q2 2024
Raymond James & Associates Shares Held: 1.16M ($63.9M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 1.41M ($77.6M)
Q2 2024
Hilltop Wealth Advisors, LLC Shares Held: 405K ($22.2M)

Top Sells

Q2 2024
Stone Crest Wealth Management, Inc. Shares Held: 86.9K ($4.77M)
Q2 2024
Meridian Financial Partners LLC Shares Held: 39.3K ($2.16M)
Q2 2024
Coastal Investment Advisors, Inc. Shares Held: 16.7K ($920K)
Q2 2024
Sequoia Financial Advisors, LLC Shares Held: 10.5K ($577K)
Q2 2024
Mason & Associates Inc Shares Held: 29.6K ($1.63M)

About JEPQ

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