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 (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 50 | -76 | -60.3% | 0.00% | $3K | $54.62 |
| 2025 Q1 | ADDED | 126 | +36 | +40.0% | 0.00% | $7K | $46.34 |
| 2024 Q4 | UNCHANGED | 90 | — | 0% | 0.00% | $5K | $49.63 |
| 2024 Q3 | INITIATED | 90 | — | — | 0.00% | $5K | $46.64 |
As of 2025 Q4 — sorted by position size