Institutional shares held 240 Million
679K calls
672K puts
Total value of holdings $13.2B
$37.4M calls
$37M puts
# of Institutions 827


Latest Institutional Activity in JEPQ

Top Purchases

Q2 2025
Magnus Financial Group LLC Shares Held: 451K ($24.8M)
Q2 2025
Lee Johnson Capital Management, LLC Shares Held: 402K ($22.1M)
Q2 2025
21 West Wealth Management LLC Shares Held: 97.8K ($5.38M)
Q2 2025
Advisor Net Financial, Inc Shares Held: 163K ($8.97M)
Q2 2025
Venture Visionary Partners LLC Shares Held: 167K ($9.22M)

Top Sells

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 63.7K ($3.51M)
Q2 2025
Requisite Capital Management, LLC Shares Held: 7K ($385K)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 333K ($18.3M)
Q2 2025
Apollon Wealth Management, LLC Shares Held: 774K ($42.6M)
Q2 2025
Truist Financial Corp Shares Held: 550K ($30.3M)

About JEPQ

Track Institutional and Insider Activities on JEPQ

Follow J P MORGAN ETF TR NASDAQ EQUIT and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JEPQ shares.

Notify only if
Any

Insider Trading

Get notified when an J P Morgan ETF Tr Nasdaq Equit insider buys or sells JEPQ shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to J P MORGAN ETF TR NASDAQ EQUIT

Track Activities on JEPQ