Institutional shares held 116 Million
292K calls
264K puts
Total value of holdings $6.76B
$16.9M calls
$15.3M puts
# of Institutions 654


Latest Institutional Activity in JEPQ

Top Purchases

Q4 2024
Marks Wealth, LLC Shares Held: 520K ($30.2M)
Q4 2024
Crescent Grove Advisors, LLC Shares Held: 136K ($7.88M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 102K ($5.94M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 974K ($56.6M)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 44K ($2.55M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 59.4K ($3.45M)
Q4 2024
Lebenthal Global Advisors, LLC Shares Held: 643K ($37.3M)
Q4 2024
Advance Capital Management, Inc. Shares Held: 12.7K ($740K)
Q4 2024
Masso Torrence Wealth Management Inc. Shares Held: 3.91K ($227K)
Q4 2024
Householder Group Estate & Retirement Specialist, LLC Shares Held: 19.9K ($1.15M)

About JEPQ

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