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Bridge Advisory, LLC: JEPQ position timeline

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

Bridge Advisory, LLC held 8,894 JEPQ shares at 2024-09-30 per its 13F-HR filed 2024-10-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 8,894 shares
    Change vs previous 13F -734 shares

    0.23% of the 13F portfolio, value $488,528.

    13F-HR 0001847956-24-000004 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 9,628 shares
    Change vs previous 13F +3,963 shares

    0.26% of the 13F portfolio, value $534,377.

    13F-HR 0001847956-24-000003 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 5,665 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $307,259.

    13F-HR 0001847956-24-000002 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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