Institutional shares held 164 Million
1.34M calls
666K puts
Total value of holdings $9.38B
$76.9M calls
$38.2M puts
# of Institutions 860


Latest Institutional Activity in JEPQ

Top Purchases

Q3 2025
Sheets Smith Investment Management Shares Held: 208K ($11.9M)
Q3 2025
Cwm, LLC Shares Held: 777K ($44.4M)
Q3 2025
Sheets Smith Wealth Management Shares Held: 119K ($6.8M)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 61.3K ($3.5M)
Q3 2025
Cambridge Advisors Inc. Shares Held: 207K ($11.8M)

Top Sells

Q3 2025
Hilltop Wealth Advisors, LLC Shares Held: 19.9K ($1.13M)
Q3 2025
Teamwork Financial Advisors, LLC Shares Held: 54.5K ($3.11M)
Q3 2025
Marshall Financial Group LLC Shares Held: 41.6K ($2.38M)
Q3 2025
Apollon Wealth Management, LLC Shares Held: 612K ($35M)
Q3 2025
Guided Capital Wealth Management, LLC Shares Held: 37.7K ($2.15M)

About JEPQ

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