Ownership history in RDA Financial Network · 10 quarters on record
This page tracks every 13F SEC filing in which RDA Financial Network 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 Q4 | REDUCED | 77,589 | -646 | -0.8% | 1.07% | $4.4M | $56.57 |
| 2025 Q3 | ADDED | 78,235 | +2,331 | +3.1% | 1.10% | $4.5M | $54.97 |
| 2025 Q2 | ADDED | 75,904 | +6,123 | +8.8% | 1.17% | $4.3M | $53.65 |
| 2025 Q1 | ADDED | 69,781 | +1,938 | +2.9% | 1.19% | $4.0M | $52.56 |
| 2024 Q4 | ADDED | 67,843 | +834 | +1.2% | 1.14% | $3.9M | $52.33 |
| 2024 Q3 | REDUCED | 67,009 | -172 | -0.3% | 1.24% | $4.0M | $52.72 |
| 2024 Q2 | ADDED | 67,181 | +4,518 | +7.2% | 1.25% | $3.8M | $49.33 |
| 2024 Q1 | ADDED | 62,663 | +24,590 | +64.6% | 1.24% | $3.6M | $49.45 |
| 2023 Q4 | ADDED | 38,073 | +31,761 | +503.2% | 0.79% | $2.1M | $46.49 |
| 2023 Q3 | INITIATED | 6,312 | — | — | 0.15% | $338K | — |
As of 2025 Q4 — sorted by position size