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
Colleen Kelly@Fortis Advisors, Llc Recent Activity Increased 2.84%	0.27%	$404,802 7,180 shares@ 56.38 avg price	Increased 2.84%
Daren Blonski@Fermata Advisors, Llc Recent Activity Increased 1.09%	0.07%	$358,561 6,360 shares@ 56.38 avg price	Increased 1.09%
Molly Halpin@Marcum Wealth, Llc Recent Activity Increased 6.07%	0.04%	$358,126 6,352 shares@ 56.39 avg price	Increased 6.07%
Theresa Fanning@Clarus Wealth Advisors Recent Activity Increased 0.66%	0.18%	$352,790 6,319 shares@ 55.84 avg price	Increased 0.66%
Holly Jinks@Iam Advisory, Llc Recent Activity Increased 2.85%	0.09%	$341,935 6,065 shares@ 56.38 avg price	Increased 2.85%
LEONID BERLINE@Armstrong Advisory Group, Inc Recent Activity Increased 166.17%	0.03%	$316,182 5,608 shares@ 56.39 avg price	Increased 166.17%
JENNIFER SZARO@Xml Financial, Llc Recent Activity Increased 4.62%	0.03%	$287,820 5,105 shares@ 56.39 avg price	Increased 4.62%
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc. Recent Activity Increased 132.1%	0.06%	$261,715 4,642 shares@ 56.38 avg price	Increased 132.1%
Randall Eli Joseph@Secure Asset Management, Llc Recent Activity Increased 6.16%	0.04%	$227,662 4,038 shares@ 56.38 avg price	Increased 6.16%
James D Guard III, CPA, PFS@Hbc Financial Services, Pllc Recent Activity Increased 1.81%	0.07%	$98,000 1,750 shares@ 56.0 avg price	Increased 1.81%