JEPQ — J P MORGAN EXCHANGE TRADED F

Ownership history in Advisory Resource Group  ·  14 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in J P MORGAN EXCHANGE TRADED F (JEPQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.41% (2025 Q4)
Avg. % of fund
0.9%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 138,077 +3,506 +2.6% 1.41% $8.0M $57.16
2025 Q3 ADDED 134,571 +48,270 +55.9% 1.39% $7.7M $54.62
2025 Q2 ADDED 86,301 +7,453 +9.5% 0.90% $4.7M $50.37
2025 Q1 ADDED 78,848 +5,914 +8.1% 0.83% $4.1M $46.34
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% of Fund (quarterly)    JEPQ price (monthly, adj. close)

Other funds also holding JEPQ

As of 2025 Q4 — sorted by position size

Wealth Advisors of Iowa, LLC 3Y 11.81% PSI Advisors, LLC 3Y 7.25% SOUTHERN CAPITAL SERVICES INC /ADV 6.76% PVG ASSET MANAGEMENT CORP 3Y 7Y 6.36% Lighthouse Financial LLC 5.94% RWQ Financial Management Services, Inc. 3Y 5.26% Compass Financial Services Inc 5.12% Hilton Capital Management, LLC 3Y 7Y 4.68% Lebenthal Global Advisors, LLC 3Y 4.64% WMS Group LLC 4.48%
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