Institutional shares held 250 Million
1.34M calls
666K puts
Total value of holdings $13.8B
$74.2M calls
$36.8M puts
# of Institutions 844


Latest Institutional Activity in JEPQ

Top Purchases

Q2 2025
Lpl Financial LLC Shares Held: 13.1M ($725M)
Q2 2025
Bank Of America Corp Shares Held: 11.1M ($616M)
Q2 2025
Wells Fargo & Company Shares Held: 7.57M ($419M)
Q2 2025
Royal Bank Of Canada Shares Held: 3.82M ($211M)
Q2 2025
Ameriprise Financial Inc Shares Held: 3.69M ($204M)

Top Sells

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 63.7K ($3.52M)
Q2 2025
Requisite Capital Management, LLC Shares Held: 7K ($387K)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 2.78M ($154M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 333K ($18.4M)
Q2 2025
Apollon Wealth Management, LLC Shares Held: 774K ($42.8M)

About JEPQ

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