Ownership history in WEALTHSPAN PARTNERS, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, 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 | 76,989 | +5,818 | +8.2% | 1.60% | $4.4M | $56.57 |
| 2025 Q3 | ADDED | 71,171 | +5,269 | +8.0% | 1.55% | $4.1M | $54.97 |
| 2025 Q2 | ADDED | 65,902 | +8,520 | +14.8% | 1.55% | $3.7M | $53.65 |
| 2025 Q1 | ADDED | 57,382 | +12,341 | +27.4% | 1.51% | $3.3M | $52.56 |
| 2024 Q4 | ADDED | 45,041 | +10,608 | +30.8% | 1.24% | $2.6M | $52.33 |
| 2024 Q3 | ADDED | 34,433 | +7,552 | +28.1% | 1.01% | $2.0M | $52.72 |
| 2024 Q2 | ADDED | 26,881 | +8,750 | +48.3% | 0.84% | $1.5M | $49.33 |
| 2024 Q1 | ADDED | 18,131 | +5,122 | +39.4% | 0.62% | $1.0M | $49.45 |
| 2023 Q4 | ADDED | 13,009 | +899 | +7.4% | 0.50% | $715K | $46.49 |
| 2023 Q3 | ADDED | 12,110 | +847 | +7.5% | 0.51% | $649K | $44.01 |
As of 2025 Q4 — sorted by position size