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
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%
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%
Steve Corless@Advisornet Financial, Inc Recent Activity Increased 28.45%	0.16%	$1.818M 32,254 shares@ 56.38 avg price	Increased 28.45%
Victoria Latham@Fiduciary Alliance Llc Recent Activity Increased 24.98%	0.16%	$1.511M 26,804 shares@ 56.39 avg price	Increased 24.98%
Loni Adams@Daymark Wealth Partners, Llc Recent Activity Increased 1.55%	0.07%	$1.455M 25,809 shares@ 56.38 avg price	Increased 1.55%
Gregory Clinton@Kraematon Investment Advisors, Inc Recent Activity Increased 12.28%	1.34%	$1.346M 23,866 shares@ 56.39 avg price	Increased 12.28%