Capital growth through active trading and systematic risk management.
We are a privately held firm focused on active equity and derivatives trading.
J.P. Wharton Investments is a privately held trading firm specializing in active equity and options strategies. With a disciplined approach to short-term market cycles and volatility capture, the firm leverages a $500,000 proprietary capital base to deploy structured income-generating strategies across U.S. markets.
In 2024 alone, J.P. Wharton Capital executed over $1.2M in cumulative trading volume, reflecting the firm’s high-frequency exposure and precision-driven trade management. Focused on risk-adjusted returns, capital efficiency, and strategic positioning, the firm maintains a performance-driven philosophy rooted in consistency and market awareness.
Contact Us
169 Madison Ave STE 15935, New York, NY
10016
info@jpwharton.com
Strategies
J.P. Wharton Capital allocates up to 5% of total capital toward high-conviction positions in digital assets such as Bitcoin and Ethereum. This strategy reflects our belief in blockchain as a transformative asset class and embraces calculated volatility in pursuit of outsized long-term returns.
Derivatives Income & Volatility Capture
We employ a structured options overlay strategy targeting weekly and monthly premium decay across high-liquidity equities. By combining short-duration options with disciplined strike selection, we monetize volatility while actively managing directional exposure. Our goal is to generate consistent yield while maintaining flexibility in risk-adjusted positioning.
Macro Positioning & Futures Execution
Through active futures trading on equity indices and commodities, we tactically capture directional momentum and hedge macroeconomic risk. With intraday and swing exposure across instruments like NDX and CL, this strategy allows the firm to participate in asymmetric moves while maintaining defined capital efficiency and leverage control.
Long-Dated Conviction & Strategic Options
Long-Dated Conviction & Digital Asset Allocation
We maintain selective exposure to long-dated equity options (LEAPS) to express high-conviction macro and sector-based themes. These positions allow us to scale into thesis-driven opportunities with time-based flexibility and controlled capital commitment, supporting a balanced return framework.
“We were founded on the brink of a bailout. That wasn’t a coincidence.”
– J.P Wharton
Get in Touch
We are not currently accepting outside capital, but J.P. Wharton Investments opens a limited allocation window during Q1 each year to qualified partners.
For strategic inquiries feel free to reach out below.