Joel Greenblatt's JEPQ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 20,074 shares of JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) worth $1.17 M, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in JEPQ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 7,186 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +7,186 | Add 55.76% | 20,074 | $58.12 |
| Q2 2025 | +12,888 | New Buy | 12,888 | $54.40 |
Joel Greenblatt's JPMorgan NASDAQ Equity Premium Income ETF Investment FAQs
Joel Greenblatt first purchased JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) in Q2 2025, acquiring 12,888 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) for 3 quarters since Q2 2025.
Joel Greenblatt's largest addition to JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) was in Q2 2025, adding 12,888 shares worth $701,107.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 20,074 shares of JPMorgan NASDAQ Equity Premium Income ETF (JEPQ), valued at approximately $1.17 M.
As of the Q4 2025 filing, JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) was 20,074 shares, as reported at the end of Q4 2025.