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BLAIR WILLIAM & CO/IL: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BLAIR WILLIAM & CO/IL on JEPQ, newest first. How the timeline and the estimate are built.

BLAIR WILLIAM & CO/IL held 63,632 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,632 shares
    Change vs previous 13F +4,065 shares

    0.01% of the 13F portfolio, value $3,910,823.

    13F-HR 0001104659-26-093821 filed by BLAIR WILLIAM & CO/IL
    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 59,567 shares
    Change vs previous 13F -14,415 shares

    0.01% of the 13F portfolio, value $3,307,160.

    13F-HR 0001104659-26-057897 filed by BLAIR WILLIAM & CO/IL
    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 73,982 shares
    Change vs previous 13F -10,041 shares

    0.01% of the 13F portfolio, value $4,299,826.

    13F-HR 0001104659-26-015563 filed by BLAIR WILLIAM & CO/IL
    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 84,023 shares
    Change vs previous 13F -20,412 shares

    0.01% of the 13F portfolio, value $4,833,003.

    13F-HR 0001104659-25-109927 filed by BLAIR WILLIAM & CO/IL
    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 104,435 shares
    Change vs previous 13F -6,550 shares

    0.02% of the 13F portfolio, value $5,681,282.

    13F-HR 0001104659-25-070274 filed by BLAIR WILLIAM & CO/IL
    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 110,985 shares
    Change vs previous 13F +30,289 shares

    0.02% of the 13F portfolio, value $5,746,827.

    13F-HR 0001104659-25-046545 filed by BLAIR WILLIAM & CO/IL
    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 80,696 shares
    Change vs previous 13F +11,002 shares

    0.01% of the 13F portfolio, value $4,549,624.

    13F-HR 0001104659-25-011872 filed by BLAIR WILLIAM & CO/IL
    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 69,694 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,828,274.

    13F-HR 0001104659-24-116499 filed by BLAIR WILLIAM & CO/IL
    Filed (acceptance time not in the bulk data set), ingested

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