Institutional shares held 139 Million
332K calls
202K puts
Total value of holdings $6.78B
$16.2M calls
$9.86M puts
# of Institutions 782


Latest Institutional Activity in JEPQ

Top Purchases

Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 558K ($27.2M)
Q1 2025
Advisor Resource Council Shares Held: 176K ($8.59M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.21M ($58.9M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 1.08M ($52.9M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 106K ($5.17M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 15.1K ($736K)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 60.9K ($2.97M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 2.87K ($140K)
Q1 2025
Sulzberger Capital Advisors, Inc. Shares Held: 40.1K ($1.96M)
Q1 2025
Bouvel Investment Partners, LLC Shares Held: 32.4K ($1.58M)

About JEPQ

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