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Belpointe Asset Management LLC: JEPQ position timeline

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

Belpointe Asset Management LLC held 71,574 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,574 shares
    Change vs previous 13F +3,891 shares

    0.14% of the 13F portfolio, value $4,398,964.

    13F-HR 0001721242-26-000005 filed by Belpointe 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 67,683 shares
    Change vs previous 13F -3,731 shares

    0.14% of the 13F portfolio, value $3,757,809.

    13F-HR 0001721242-26-000004 filed by Belpointe 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 71,414 shares
    Change vs previous 13F +17,045 shares

    0.15% of the 13F portfolio, value $4,150,594.

    13F-HR 0001721242-26-000001 filed by Belpointe 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 54,369 shares
    Change vs previous 13F -44,230 shares

    0.12% of the 13F portfolio, value $3,127,352.

    13F-HR 0001721242-25-000007 filed by Belpointe 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 98,599 shares
    Change vs previous 13F +15,023 shares

    0.22% of the 13F portfolio, value $5,363,822.

    13F-HR 0001721242-25-000005 filed by Belpointe 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 83,576 shares
    Change vs previous 13F +33,391 shares

    0.23% of the 13F portfolio, value $4,327,566.

    13F-HR 0001721242-25-000004 filed by Belpointe 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 50,185 shares
    Change vs previous 13F -210 shares

    0.16% of the 13F portfolio, value $2,714,043.

    13F-HR 0001721242-25-000002 filed by Belpointe 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 50,395 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,768,236.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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