JEPQ

Jpm Nasdaq Equity Premium

Latest period2024 - Q4Total superinvestors121

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Ross Wegner@Lifestyle Asset Management, Inc. Recent Activity Increased 0.92%	1.81%	$3.309M 58,694 shares@ 56.39 avg price	Increased 0.92%
STEPHANE BOUVEL@Bouvel Investment Partners, Llc Recent Activity Increased 78.54%	1.18%	$3.261M 57,844 shares@ 56.39 avg price	Increased 78.54%
David Harrison@Magnus Financial Group Llc Recent Activity Increased 29.11%	0.32%	$3.219M 57,092 shares@ 56.39 avg price	Increased 29.11%
Ronald Lenihan@Seacrest Wealth Management, Llc Recent Activity Increased 20.21%	0.34%	$3.142M 55,736 shares@ 56.39 avg price	Increased 20.21%
Sam Kirkpatrick@Mayfair Advisory Group, Llc Recent Activity Increased 106.2%	1.84%	$3.118M 55,309 shares@ 56.39 avg price	Increased 106.2%
Michael Little@Grant Grossmendelsohn, Llc Recent Activity Increased 2.05%	1.6%	$3.058M 53,803 shares@ 56.83 avg price	Increased 2.05%
Bonnie Larsen@Purus Wealth Management, Llc Recent Activity Increased 44.84%	1.16%	$2.916M 51,728 shares@ 56.39 avg price	Increased 44.84%
Jeff Weglarz@Goldstone Financial Group, Llc Recent Activity Increased 44.32%	0.44%	$2.808M 49,800 shares@ 56.38 avg price	Increased 44.32%
Michael McComb@Arkadios Wealth Advisors Recent Activity Increased 17.33%	0.16%	$2.774M 49,197 shares@ 56.39 avg price	Increased 17.33%
Eric Hamilton@Avior Wealth Management, Llc Recent Activity Increased 50.78%	0.1%	$2.497M 44,294 shares@ 56.39 avg price	Increased 50.78%