Ownership history in EWG Elevate Inc. · 11 quarters on record
This page tracks every 13F SEC filing in which EWG Elevate 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 Q3 | ADDED | 86,768 | +2,926 | +3.5% | 1.55% | $5.0M | $54.97 |
| 2025 Q2 | ADDED | 83,842 | +38,474 | +84.8% | 1.47% | $4.8M | $53.65 |
| 2025 Q1 | ADDED | 45,368 | +3,897 | +9.4% | 0.97% | $2.6M | $52.56 |
| 2024 Q4 | ADDED | 41,471 | +1,737 | +4.4% | 0.73% | $2.4M | $52.33 |
| 2024 Q3 | REDUCED | 39,734 | -1,209 | -3.0% | 0.95% | $2.4M | $52.72 |
| 2024 Q2 | REDUCED | 40,943 | -10,168 | -19.9% | 0.85% | $2.3M | $49.33 |
| 2024 Q1 | ADDED | 51,111 | +3,586 | +7.5% | 1.13% | $3.0M | $49.45 |
| 2023 Q4 | REDUCED | 47,525 | -5,576 | -10.5% | 1.08% | $2.6M | $46.49 |
| 2023 Q3 | REDUCED | 53,101 | -920 | -1.7% | 1.29% | $2.8M | $44.01 |
| 2023 Q2 | ADDED | 54,021 | +327 | +0.6% | 1.24% | $3.0M | $44.67 |
As of 2025 Q4 — sorted by position size