Institutional shares held 124 Million
292K calls
264K puts
Total value of holdings $7.1B
$16.7M calls
$15.1M puts
# of Institutions 715


Latest Institutional Activity in JEPQ

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 3.1M ($177M)
Q4 2024
Lpl Financial LLC Shares Held: 8.91M ($510M)
Q4 2024
Private Advisor Group, LLC Shares Held: 1.88M ($107M)
Q4 2024
Marks Wealth, LLC Shares Held: 520K ($29.7M)
Q4 2024
Financially Speaking Inc Shares Held: 406K ($23.2M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 59.4K ($3.4M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 19.6K ($1.12M)
Q4 2024
Socha Financial Group, LLC Shares Held: 86.7K ($4.96M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 2.29M ($131M)
Q4 2024
Lebenthal Global Advisors, LLC Shares Held: 643K ($36.7M)

About JEPQ

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