JEPQ J P MORGAN NASDAQ EQT

Ownership history in ORG Partners LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in J P MORGAN NASDAQ EQT (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 UNCHANGED 169 0% 0.00% $10K $54.62
2025 Q2 ADDED 169 +69 +69.0% 0.00% $9K $50.37
2025 Q1 INITIATED 100 0.00% $5K $46.34
% of Fund (quarterly)    JEPQ price (monthly, adj. close)
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