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Disclosery

AE Wealth Management LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on JEPQ, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 116,652 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,652 shares
    Change vs previous 13F +13,241 shares

    0.03% of the 13F portfolio, value $7,169,401.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 103,411 shares
    Change vs previous 13F +9,576 shares

    0.03% of the 13F portfolio, value $5,741,395.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 93,835 shares
    Change vs previous 13F +61,360 shares

    0.03% of the 13F portfolio, value $5,453,715.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 32,475 shares
    Change vs previous 13F +6,709 shares

    0.01% of the 13F portfolio, value $1,867,986.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 25,766 shares
    Change vs previous 13F -26,931 shares

    0.01% of the 13F portfolio, value $1,401,685.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 52,697 shares
    Change vs previous 13F -584 shares

    0.02% of the 13F portfolio, value $2,728,636.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 53,281 shares
    Change vs previous 13F +5,904 shares

    0.03% of the 13F portfolio, value $3,003,993.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 47,377 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,602,428.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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