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Aptus Capital Advisors, LLC: JEPQ position timeline

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

Aptus Capital Advisors, LLC held 60,135 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,135 shares
    Change vs previous 13F +1,413 shares

    0.03% of the 13F portfolio, value $3,695,919.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 58,722 shares
    Change vs previous 13F +6,012 shares

    0.03% of the 13F portfolio, value $3,260,251.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 52,710 shares
    Change vs previous 13F +13,614 shares

    0.03% of the 13F portfolio, value $3,067,684.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 39,096 shares
    Change vs previous 13F +2,604 shares

    0.02% of the 13F portfolio, value $2,248,827.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 36,492 shares
    Change vs previous 13F -1,188 shares

    0.02% of the 13F portfolio, value $1,985,156.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 37,680 shares
    Change vs previous 13F +3,938 shares

    0.02% of the 13F portfolio, value $1,951,092.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 33,742 shares
    Change vs previous 13F +5,871 shares

    0.02% of the 13F portfolio, value $1,907,899.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 27,871 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,530,954.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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