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Disclosery

Apexium Financial, LP: JEPQ position timeline

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

Apexium Financial, LP held 189,285 JEPQ shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 189,285 shares
    Change vs previous 13F +15,124 shares

    0.53% of the 13F portfolio, value $10,887,657.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 174,161 shares
    Change vs previous 13F +54,695 shares

    0.5% of the 13F portfolio, value $9,474,333.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 119,466 shares
    Change vs previous 13F +63,009 shares

    0.37% of the 13F portfolio, value $6,185,925.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 56,457 shares
    Change vs previous 13F +43,340 shares

    0.19% of the 13F portfolio, value $3,200,939.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 13,117 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $720,508.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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