JEPQ — J P MORGAN EXCHANGE TRADED F

Ownership history in Marks Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC 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
44.37% (2024 Q1)
Avg. % of fund
12.58%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,144 +1,831 +6.7% 0.57% $1.7M $57.16
2025 Q3 REDUCED 27,313 -8,891 -24.6% 0.49% $1.6M $54.62
2025 Q2 ADDED 36,204 +11,238 +45.0% 0.64% $2.0M $50.37
2025 Q1 REDUCED 24,966 -495,007 -95.2% 0.47% $1.3M $46.34
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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