Institutional shares held 178 Million
2.02M calls
842K puts
Total value of holdings $10.3B
$117M calls
$48.7M puts
# of Institutions 908


Latest Institutional Activity in JEPQ

Top Purchases

Q3 2025
Jpmorgan Chase & CO Shares Held: 28M ($1.62B)
Q3 2025
Morgan Stanley Shares Held: 21.1M ($1.22B)
Q3 2025
Lpl Financial LLC Shares Held: 14.3M ($826M)
Q3 2025
Rakuten Investment Management, Inc. Shares Held: 1.01M ($58.6M)
Q3 2025
Cetera Investment Advisers Shares Held: 2.69M ($156M)

Top Sells

Q3 2025
Hilltop Wealth Advisors, LLC Shares Held: 19.9K ($1.15M)
Q3 2025
Teamwork Financial Advisors, LLC Shares Held: 54.5K ($3.15M)
Q3 2025
Ubs Group Ag Shares Held: 3.39M ($196M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 835K ($48.3M)
Q3 2025
Lebenthal Global Advisors, LLC Shares Held: 510K ($29.5M)

About JEPQ

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