Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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SCA
Sulzberger Capital Advisors’s
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
Stock Holding History
Sulzberger Capital Advisors’s Portfolio
JEPQ Stock Details
JEPQ Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$1.66M
Sell
30,528
-9,621
-
24
%
-$523K
1.94%
13
2025
Q1
$2.08M
Sell
40,149
-29,421
-
42
%
-$1.52M
2.73%
10
2024
Q4
$3.92M
Buy
+69,570
New
+$3.92M
4.43%
8
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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