Institutional shares held 118 Million
292K calls
264K puts
Total value of holdings $6.76B
$16.8M calls
$15.2M puts
# of Institutions 674


Latest Institutional Activity in JEPQ

Top Purchases

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 1.01M ($58M)
Q4 2024
Marks Wealth, LLC Shares Held: 520K ($29.9M)
Q4 2024
Crescent Grove Advisors, LLC Shares Held: 136K ($7.8M)
Q4 2024
Kestra Private Wealth Services, LLC Shares Held: 151K ($8.68M)
Q4 2024
Spire Wealth Management Shares Held: 57.7K ($3.32M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 59.4K ($3.42M)
Q4 2024
Socha Financial Group, LLC Shares Held: 86.7K ($4.99M)
Q4 2024
Lebenthal Global Advisors, LLC Shares Held: 643K ($37M)
Q4 2024
Advance Capital Management, Inc. Shares Held: 12.7K ($733K)
Q4 2024
Masso Torrence Wealth Management Inc. Shares Held: 3.91K ($225K)

About JEPQ

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