Institutional shares held 241 Million
679K calls
672K puts
Total value of holdings $13B
$36.5M calls
$36.1M puts
# of Institutions 820


Latest Institutional Activity in JEPQ

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 86.1M ($4.63B)
Q2 2025
21 West Wealth Management LLC Shares Held: 97.8K ($5.26M)
Q2 2025
Advisor Net Financial, Inc Shares Held: 163K ($8.76M)
Q2 2025
Centurion Wealth Management LLC Shares Held: 234K ($12.6M)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 89.9K ($4.84M)

Top Sells

Q2 2025
Teamwork Financial Advisors, LLC Shares Held: 451K ($24.3M)
Q2 2025
Graypoint LLC Shares Held: 259K ($13.9M)
Q2 2025
Reyes Financial Architecture, Inc. Shares Held: 2.31K ($124K)
Q2 2025
Lifestyle Asset Management, Inc. Shares Held: 43.4K ($2.33M)
Q2 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 170K ($9.17M)

About JEPQ

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