Institutional shares held 123 Million
292K calls
264K puts
Total value of holdings $7.08B
$16.8M calls
$15.1M puts
# of Institutions 706


Latest Institutional Activity in JEPQ

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 3.1M ($178M)
Q4 2024
Private Advisor Group, LLC Shares Held: 1.88M ($108M)
Q4 2024
Marks Wealth, LLC Shares Held: 520K ($29.9M)
Q4 2024
James Reed Financial Services, Inc. Shares Held: 396K ($22.8M)
Q4 2024
Sbi Securities Co., Ltd. Shares Held: 367K ($21.2M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 59.4K ($3.42M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 19.6K ($1.13M)
Q4 2024
Socha Financial Group, LLC Shares Held: 86.7K ($4.99M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 2.29M ($132M)
Q4 2024
Lebenthal Global Advisors, LLC Shares Held: 643K ($37M)

About JEPQ

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