Skip to content
Disclosery

BELLEVUE ASSET MANAGEMENT, LLC: JEPQ position timeline

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

BELLEVUE ASSET MANAGEMENT, LLC held 23,898 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,898 shares
    Change vs previous 13F -5,776 shares

    0.68% of the 13F portfolio, value $1,468,829.

    13F-HR 0001801619-26-000004 filed by BELLEVUE ASSET 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 29,674 shares
    Change vs previous 13F -7,017 shares

    0.82% of the 13F portfolio, value $1,647,505.

    13F-HR 0001801619-26-000002 filed by BELLEVUE ASSET 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 36,691 shares
    Change vs previous 13F +276 shares

    0.69% of the 13F portfolio, value $2,132,511.

    13F-HR 0001801619-26-000001 filed by BELLEVUE ASSET 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 36,415 shares
    Change vs previous 13F -3,106 shares

    0.96% of the 13F portfolio, value $2,094,605.

    13F-HR 0001801619-25-000006 filed by BELLEVUE ASSET 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 39,521 shares
    Change vs previous 13F -65 shares

    1.05% of the 13F portfolio, value $2,149,968.

    13F-HR 0001801619-25-000004 filed by BELLEVUE ASSET 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 39,586 shares
    Change vs previous 13F -245 shares

    1.12% of the 13F portfolio, value $2,049,793.

    13F-HR 0001801619-25-000002 filed by BELLEVUE ASSET 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 39,831 shares
    Change vs previous 13F +545 shares

    1.16% of the 13F portfolio, value $2,245,693.

    13F-HR 0001801619-25-000001 filed by BELLEVUE ASSET 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 39,286 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,158,020.

    13F-HR 0001801619-24-000005 filed by BELLEVUE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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