JEPQ

Jpm Nasdaq Equity Premium

Latest period2024 - Q4Total superinvestors94

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, 94 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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.59%
0.08%
$37.843M
688,923 shares@ 54.94 avg price
Wesley Pitman@Hilltop Wealth Advisors, Llc
Recent Activity
Increased 1.57%
11.93%
$23.577M
418,188 shares@ 56.39 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 12.62%
5.65%
$19.021M
337,379 shares@ 56.38 avg price
Dane Petty@Lee Johnson Capital Management, Llc
Recent Activity
Increased 7.28%
8.92%
$16.898M
299,711 shares@ 56.38 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 10.99%
1.01%
$16.665M
295,586 shares@ 56.38 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Increased 2.52%
1.98%
$12.103M
214,624 shares@ 56.39 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 15.13%
2.24%
$10.006M
177,466 shares@ 56.38 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Decreased -0.48%
1.75%
$7.275M
129,950 shares@ 55.99 avg price
Andrew Salcetti@Sandbox Financial Partners, Llc
Recent Activity
Increased 6.48%
2.32%
$6.953M
123,333 shares@ 56.38 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 29.56%
0.29%
$6.378M
113,134 shares@ 56.39 avg price