Ownership history in BENJAMIN EDWARDS INC · 7 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in J P MORGAN EXCHANGE TRADED F (JEPI). 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 | ADDED | 98,575 | +92,575 | +1542.9% | 0.06% | $5.6M | $56.57 |
| 2025 Q3 | REDUCED | 6,000 | -121,403 | -95.3% | 0.00% | $343K | $54.97 |
| 2025 Q3 | ADDED | 127,403 | +6,453 | +5.3% | 0.08% | $7.3M | $54.97 |
| 2025 Q2 | ADDED | 120,950 | +16,646 | +16.0% | 0.09% | $6.9M | $53.65 |
| 2025 Q1 | ADDED | 104,304 | +17,838 | +20.6% | 0.08% | $6.0M | $52.56 |
| 2024 Q4 | ADDED | 86,466 | +37,227 | +75.6% | 0.07% | $5.0M | $52.33 |
| 2024 Q3 | INITIATED | 49,239 | — | — | 0.04% | $2.9M | $52.72 |
As of 2025 Q4 — sorted by position size