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BECK CAPITAL MANAGEMENT, LLC: JEPQ position timeline

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

BECK CAPITAL MANAGEMENT, LLC held 114,224 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,224 shares
    Change vs previous 13F +1,533 shares

    1.29% of the 13F portfolio, value $7,020,215.

    13F-HR 0001214659-26-010149 filed by BECK CAPITAL 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 112,691 shares
    Change vs previous 13F -4,168 shares

    1.43% of the 13F portfolio, value $6,256,627.

    13F-HR 0001214659-26-006257 filed by BECK CAPITAL 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 116,859 shares
    Change vs previous 13F -1,819 shares

    1.62% of the 13F portfolio, value $6,791,825.

    13F-HR 0001214659-26-001640 filed by BECK CAPITAL 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 118,678 shares
    Change vs previous 13F +3,882 shares

    1.57% of the 13F portfolio, value $6,826,365.

    13F-HR 0001214659-25-016488 filed by BECK CAPITAL 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 114,796 shares
    Change vs previous 13F -18,745 shares

    1.56% of the 13F portfolio, value $6,244,912.

    13F-HR 0001214659-25-012044 filed by BECK CAPITAL 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 133,541 shares
    Change vs previous 13F +19,255 shares

    2.03% of the 13F portfolio, value $6,914,744.

    13F-HR 0001214659-25-007674 filed by BECK CAPITAL 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 114,286 shares
    Change vs previous 13F +1,633 shares

    1.71% of the 13F portfolio, value $6,443,468.

    13F-HR 0001214659-25-002648 filed by BECK CAPITAL 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 112,653 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $6,188,027.

    13F-HR 0001214659-24-018931 filed by BECK CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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