Joel Greenblatt - Gotham Asset Management
Holding/activity history for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
← All JEPQ superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 20,074 | <0.01 | $55.52 | $1,114,508 | SEC | ||
| 2025 Q4 | 20,074 | <0.01 | Add 55.76% | <0.01 | $55.35–59.42 · VW $57.93i | $1,166,701 | SEC |
| 2025 Q3 | 12,888 | <0.01 | $57.52 | $741,318 | SEC | ||
| 2025 Q2 | 12,888 | <0.01 | Buy | <0.01 | $44.31–54.48 · VW $51.42i | $701,107 | SEC |
Price snapshot:
Current price$59.59
Avg. buy price$55.73
+/- since buy6.92%
52-week low$48.52
52-week high$61.08