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
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%
Steven C. Merrell@Monterey Private Wealth, Inc. Recent Activity Increased 84.69%	0.73%	$2.21M 39,194 shares@ 56.39 avg price	Increased 84.69%
Yolanda Johnson@Mechanics Bank Trust Department Recent Activity Increased 155.4%	0.3%	$2.202M 39,050 shares@ 56.38 avg price	Increased 155.4%
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 33.01%	0.07%	$2.204M 38,956 shares@ 56.59 avg price	Increased 33.01%
Kari Haanstad@Modus Advisors, Llc Recent Activity Increased 10.31%	0.66%	$2.096M 37,176 shares@ 56.39 avg price	Increased 10.31%
Dorothy L Broadhead@Truewealth Advisors, Llc Recent Activity Increased 11.28%	0.69%	$2.054M 36,424 shares@ 56.39 avg price	Increased 11.28%
Kelley Leland@Gill Capital Partners, Llc Recent Activity	0.72%	$1.988M 35,266 shares@ 56.38 avg price
Helen Halloran@Capital Investment Advisors, Llc Recent Activity Increased 12.59%	0.04%	$1.825M 32,368 shares@ 56.39 avg price	Increased 12.59%