Ownership history in MATHER GROUP, LLC. · 4 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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 | REDUCED | 118 | -326 | -73.4% | 0.00% | $7K | $54.97 |
| 2025 Q1 | ADDED | 444 | +210 | +89.7% | 0.00% | $25K | $52.56 |
| 2024 Q2 | ADDED | 234 | +224 | +2240.0% | 0.00% | $14K | $49.33 |
| 2024 Q1 | INITIATED | 10 | — | — | 0.00% | $550 | — |
As of 2025 Q4 — sorted by position size