Institutional shares held 85.6 Million
65.2K calls
102K puts
Total value of holdings $4.67B
$3.56M calls
$5.58M puts
# of Institutions 510


Latest Institutional Activity in JEPQ

Top Purchases

Q1 2024
Morgan Stanley Shares Held: 10.3M ($560M)
Q1 2024
Marks Wealth, LLC Shares Held: 2.16M ($118M)
Q1 2024
Bank Of America Corp Shares Held: 4.47M ($244M)
Q1 2024
Jpmorgan Chase & CO Shares Held: 10M ($546M)
Q1 2024
Wells Fargo & Company Shares Held: 4.1M ($224M)

Top Sells

Q1 2024
Lee Johnson Capital Management, LLC Shares Held: 265K ($14.4M)
Q1 2024
Ae Wealth Management LLC Shares Held: 29.8K ($1.63M)
Q1 2024
New York Life Investment Management LLC Shares Held: 463K ($25.3M)
Q1 2024
Wcg Wealth Advisors LLC Shares Held: 175K ($9.56M)
Q1 2024
National Asset Management, Inc. Shares Held: 7.36K ($402K)

About JEPQ

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