Ken Fisher's JEPQ Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 4,405 shares of JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) worth $256,029, representing 0.00% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.
Based on 13F filings, Ken Fisher has maintained this position in JEPQ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 20,156 shares. Largest reduction occurred in Q2 2025, reducing 20,156 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,405 | New Buy | 4,405 | $58.12 |
| Q2 2025 | -20,156 | Sold Out | 0 | $0.00 |
| Q1 2025 | +20,156 | New Buy | 20,156 | $51.78 |
| Q4 2024 | -7,936 | Sold Out | 0 | $0.00 |
| Q3 2024 | +1,204 | Add 17.88% | 7,936 | $54.93 |
| Q2 2024 | -341 | Reduce 4.82% | 6,732 | $55.50 |
| Q1 2024 | +7,073 | New Buy | 7,073 | $54.24 |
Ken Fisher's JPMorgan NASDAQ Equity Premium Income ETF Investment FAQs
Ken Fisher first purchased JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) in Q1 2024, acquiring 7,073 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) for 7 quarters since Q1 2024.
Ken Fisher's largest addition to JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) was in Q1 2025, adding 20,156 shares worth $1.04 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,405 shares of JPMorgan NASDAQ Equity Premium Income ETF (JEPQ), valued at approximately $256,029.
As of the Q4 2025 filing, JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) was 20,156 shares, as reported at the end of Q1 2025.