Ownership history in SHEETS SMITH WEALTH MANAGEMENT Β· 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 β sourced directly from SEC EDGAR 13F filings.
π SHEETS SMITH WEALTH MANAGEMENT outperformed the S&P 500 by +0.2% annually on this JEPQ position. Timing score: 80% (8/10 decisions correct). Average cost basis: $51.12. Maximum drawdown during holding period: β6.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $32.90 (2023 Q1) Β· Worst: $57.16 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π SHEETS SMITH WEALTH MANAGEMENT has been actively increasing its JEPQ allocation β a bullish signal from insiders.
Currently 0.87% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size