Ownership history in Anderson Financial Strategies, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Anderson Financial Strategies, LLC reported a position in J P MORGAN NASDAQ EQT PRM INC ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 29,815 | -10,170 | -25.4% | 1.01% | $1.7M | $57.16 |
| 2025 Q3 | ADDED | 39,985 | +1,319 | +3.4% | 1.36% | $2.3M | $54.62 |
| 2025 Q2 | ADDED | 38,666 | +216 | +0.6% | 1.34% | $2.1M | $50.37 |
| 2025 Q1 | ADDED | 38,450 | +38,446 | +961150.0% | 1.22% | $2.0M | $46.34 |
As of 2025 Q4 — sorted by position size