JEPQ β€” J P MORGAN EXCHANGE TRADED F

Ownership history in SHP Wealth Management  Β·  1 quarter on record

This page tracks every 13F SEC filing in which SHP 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.

πŸ” Peak position
0.62% (2025 Q4)
πŸ“Š Avg. % of fund
0.62%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    JEPQ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 137,958 β€” β€” 0.62% $8.0M $57.16

🏒 Other funds also holding JEPQ

As of 2025 Q4 β€” sorted by position size

Wealth Advisors of Iowa, LLC 3Y 11.81% PSI Advisors, LLC 3Y 7.25% SOUTHERN CAPITAL SERVICES INC /ADV 6.76% PVG ASSET MANAGEMENT CORP 3Y 7Y 6.36% Lighthouse Financial LLC 5.94% RWQ Financial Management Services, Inc. 3Y 5.26% Compass Financial Services Inc 5.12% Hilton Capital Management, LLC 3Y 7Y 4.68% Lebenthal Global Advisors, LLC 3Y 4.64% WMS Group LLC 4.48%
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