Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 12 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT 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 Q4 | ADDED | 136,846 | +17,828 | +15.0% | 0.87% | $8.0M | $57.16 |
| 2025 Q3 | ADDED | 119,018 | +51,871 | +77.2% | 0.77% | $6.8M | $54.62 |
| 2025 Q2 | ADDED | 67,147 | +35,746 | +113.8% | 0.43% | $3.7M | $50.37 |
| 2025 Q1 | ADDED | 31,401 | +11,521 | +58.0% | 0.20% | $1.6M | $46.34 |
| 2024 Q4 | ADDED | 19,880 | +3,613 | +22.2% | 0.14% | $1.1M | $49.63 |
| 2024 Q3 | ADDED | 16,267 | +3,337 | +25.8% | 0.11% | $894K | $46.64 |
| 2024 Q2 | ADDED | 12,930 | +160 | +1.3% | 0.09% | $718K | $45.91 |
| 2024 Q1 | ADDED | 12,770 | +450 | +3.7% | 0.08% | $693K | $43.78 |
| 2023 Q4 | UNCHANGED | 12,320 | — | 0% | 0.09% | $615K | $39.75 |
| 2023 Q3 | ADDED | 12,320 | +160 | +1.3% | 0.09% | $578K | $36.10 |
As of 2025 Q4 — sorted by position size