Institutional shares held 109 Million
93.9K calls
84.7K puts
Total value of holdings $6.03B
$5.2M calls
$4.69M puts
# of Institutions 600


Latest Institutional Activity in JEPQ

Top Purchases

Q3 2024
International Assets Investment Management, LLC Shares Held: 3.08M ($171M)
Q3 2024
Requisite Capital Management, LLC Shares Held: 1.1M ($61.2M)
Q3 2024
Lee Johnson Capital Management, LLC Shares Held: 279K ($15.5M)
Q3 2024
Cwm, LLC Shares Held: 610K ($33.8M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 1.67M ($92.3M)

Top Sells

Q3 2024
Marks Wealth, LLC Shares Held: 28.5K ($1.58M)
Q3 2024
Advance Capital Management, Inc. Shares Held: 186K ($10.3M)
Q3 2024
Magnus Financial Group LLC Shares Held: 44.2K ($2.45M)
Q3 2024
Raymond James & Associates Shares Held: 1.06M ($58.7M)
Q3 2024
Bernardo Wealth Planning LLC Shares Held: 131K ($7.24M)

About JEPQ

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