JEPQ β€” J P MORGAN EXCHANGE TRADED F

Ownership history in KINTRA WEALTH, LLC  Β·  11 quarters on record

AI Ownership Summary

KINTRA WEALTH, LLC reported J P MORGAN EXCHANGE TRADED F (JEPQ) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 9.97% in 2023 Q3. The latest visible filing shows JEPQ at 1.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JEPQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KINTRA WEALTH, LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JEPQ was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.97% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KINTRA WEALTH, LLC held JEPQ β€” position size vs. price
% of Fund (quarterly)    JEPQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 215,597 -6,993 -3.1% 1.75% $12.5M 2026-02-14 (Est.) $57.01
2025 Q3 ADDED 222,590 +1,224 +0.6% 7.22% $12.8M 2025-11-14 $55.78
2025 Q2 REDUCED 221,366 -4,061 -1.8% 7.25% $12.0M 2025-08-14 $52.57
2025 Q1 REDUCED 225,427 -25,685 -10.2% 7.87% $11.7M 2025-05-14 $47.96
2024 Q4 ADDED 251,112 +3,536 +1.4% 9.87% $14.2M 2025-02-14 $51.70
2024 Q3 ADDED 247,576 +6,362 +2.6% 9.23% $13.6M 2024-11-14 $48.92
2024 Q2 ADDED 241,214 +7,437 +3.2% 9.50% $13.4M 2024-08-14 $44.12
2024 Q1 ADDED 233,777 +10,524 +4.7% 9.39% $12.7M 2024-05-15 $44.38
2023 Q4 ADDED 223,253 +12,751 +6.1% 9.53% $11.1M 2024-02-07 $41.85
2023 Q3 ADDED 210,502 +5,489 +2.7% 9.97% $9.9M 2023-11-14 $38.27
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About KINTRA WEALTH, LLC and JEPQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has KINTRA WEALTH, LLC reported owning JEPQ?

KINTRA WEALTH, LLC reported JEPQ across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JEPQ position in KINTRA WEALTH, LLC's portfolio?

The largest reported portfolio weight for JEPQ was 9.97% in 2023 Q3.

What is the latest reported JEPQ position on this page?

The most recent filing on this page is 2025 Q4, when KINTRA WEALTH, LLC reported 215,597 shares, equal to 1.75% of portfolio, with an estimated market value of $12.5M.

What does the chart on this JEPQ ownership page compare?

The chart compares KINTRA WEALTH, LLC's quarterly JEPQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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