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
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 24.89%
0.02%
$1.302M
23,101 shares@ 56.37 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
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 17.82%
0.13%
$1.184M
21,001 shares@ 56.39 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 0.25%
0.08%
$1.137M
20,160 shares@ 56.39 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 22.22%
0.14%
$1.121M
19,880 shares@ 56.38 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Increased 29.05%
0.03%
$854,270
15,152 shares@ 56.39 avg price
George Elliman@Westend Capital Management, Llc
Recent Activity
Increased 35.2%
0.25%
$827,715
14,681 shares@ 56.39 avg price
John Howard@Howard Financial Services, Ltd.
Recent Activity
Increased 16.73%
0.11%
$802,180
14,228 shares@ 56.39 avg price
Christopher Clancy@Global Wealth Strategies & Associates
Recent Activity
Increased 1768.27%
0.25%
$789,997
14,012 shares@ 56.39 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 61.93%
0.07%
$721,664
12,800 shares@ 56.38 avg price