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
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
New Position
0.31%
$1.824M
32,350 shares@ 56.38 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 28.45%
0.16%
$1.818M
32,254 shares@ 56.38 avg price
Matthew Wagner@Oxinas Partners Wealth Management Llc
Recent Activity
Decreased -2.21%
1.01%
$1.718M
30,465 shares@ 56.38 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.04%
$1.717M
30,450 shares@ 56.39 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 24.98%
0.16%
$1.511M
26,804 shares@ 56.39 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 1.55%
0.07%
$1.455M
25,809 shares@ 56.38 avg price
Gregory Clinton@Kraematon Investment Advisors, Inc
Recent Activity
Increased 12.28%
1.34%
$1.346M
23,866 shares@ 56.39 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 24.89%
0.02%
$1.302M
23,101 shares@ 56.37 avg price
Aryn Sands@Kelly Financial Services Llc
Recent Activity
Decreased -27.61%
0.45%
$1.222M
21,682 shares@ 56.39 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 4.72%
0.11%
$1.22M
21,638 shares@ 56.39 avg price