JEPQ

Jpm Nasdaq Equity Premium

Latest period2024 - Q4Total superinvestors121

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 121 superinvestors own shares of Jpm Nasdaq Equity Premium (JEPQ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Jpm Nasdaq Equity Premium (JEPQ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Jpm Nasdaq Equity Premium (JEPQ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Jpm Nasdaq Equity Premium (JEPQ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Increased 12.88%
0.54%
$4.14M
73,438 shares@ 56.39 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -24.9%
0.06%
$4.002M
70,974 shares@ 56.39 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -98.06%
0.28%
$3.345M
59,431 shares@ 56.28 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Increased 0.92%
1.81%
$3.309M
58,694 shares@ 56.39 avg price
STEPHANE BOUVEL@Bouvel Investment Partners, Llc
Recent Activity
Increased 78.54%
1.18%
$3.261M
57,844 shares@ 56.39 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 29.11%
0.32%
$3.219M
57,092 shares@ 56.39 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 20.21%
0.34%
$3.142M
55,736 shares@ 56.39 avg price
Sam Kirkpatrick@Mayfair Advisory Group, Llc
Recent Activity
Increased 106.2%
1.84%
$3.118M
55,309 shares@ 56.39 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Increased 2.05%
1.6%
$3.058M
53,803 shares@ 56.83 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 44.84%
1.16%
$2.916M
51,728 shares@ 56.39 avg price