Institutional shares held 178 Million
2.02M calls
842K puts
Total value of holdings $10.3B
$117M calls
$48.7M puts
# of Institutions 917


Latest Institutional Activity in JEPQ

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 206K ($11.9M)
Q4 2025
Spire Wealth Management Shares Held: 110K ($6.37M)
Q4 2025
Traynor Capital Management, Inc. Shares Held: 318K ($18.4M)
Q4 2025
Carr Financial Group Corp Shares Held: 141K ($8.13M)
Q4 2025
Qp Wealth Management, LLC Shares Held: 30.7K ($1.77M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 601K ($34.8M)
Q4 2025
Lee Johnson Capital Management, LLC Shares Held: 107K ($6.21M)
Q4 2025
Teamwork Financial Advisors, LLC Shares Held: 25.4K ($1.47M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 114K ($6.56M)
Q4 2025
Marshall Financial Group LLC Shares Held: 38K ($2.2M)

About JEPQ

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