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4WEALTH ADVISORS, INC.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on JEPQ, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 56,572 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,572 shares
    Change vs previous 13F +2,920 shares

    2.39% of the 13F portfolio, value $3,461,118.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,652 shares
    Change vs previous 13F +557 shares

    2.5% of the 13F portfolio, value $3,256,652.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 53,095 shares
    Change vs previous 13F -205 shares

    2.44% of the 13F portfolio, value $2,854,918.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 53,300 shares
    Change vs previous 13F +256 shares

    2.68% of the 13F portfolio, value $3,097,816.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 53,044 shares
    Change vs previous 13F +5,181 shares

    2.82% of the 13F portfolio, value $3,051,117.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 47,863 shares
    Change vs previous 13F +400 shares

    2.71% of the 13F portfolio, value $2,603,760.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 47,463 shares
    Change vs previous 13F +3,497 shares

    2.72% of the 13F portfolio, value $2,457,651.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 43,966 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $2,478,809.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).