Ownership history in Samalin Investment Counsel, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Samalin Investment Counsel, 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 | 5,131 | -2,841 | -35.6% | 0.10% | $295K | $54.62 |
| 2025 Q2 | ADDED | 7,972 | +2,324 | +41.1% | 0.17% | $434K | $50.37 |
| 2025 Q1 | ADDED | 5,648 | +352 | +6.6% | 0.12% | $292K | $46.34 |
| 2024 Q4 | REDUCED | 5,296 | -35 | -0.7% | 0.13% | $299K | $49.63 |
As of 2025 Q4 — sorted by position size