Ownership history in Sunpointe, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Sunpointe, LLC 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 | ADDED | 60,416 | +7,155 | +13.4% | 1.16% | $3.5M | $56.57 |
| 2025 Q3 | ADDED | 53,261 | +3,400 | +6.8% | 1.10% | $3.0M | $54.97 |
| 2025 Q2 | ADDED | 49,861 | +1,205 | +2.5% | 1.12% | $2.8M | $53.65 |
| 2025 Q1 | ADDED | 48,656 | +5,316 | +12.3% | 1.48% | $2.8M | $52.56 |
As of 2025 Q4 — sorted by position size