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Disclosery

BTS Asset Management, Inc.: JEPQ position timeline

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

BTS Asset Management, Inc. held 9,566 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 9,566 shares
    Change vs previous 13F -1,111 shares

    1.24% of the 13F portfolio, value $587,947.

    13F-HR 0001580642-26-005331 filed by BTS Asset Management, Inc.
    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 10,677 shares
    Change vs previous 13F +773 shares

    2.28% of the 13F portfolio, value $592,812.

    13F-HR 0001580642-26-003151 filed by BTS Asset Management, Inc.
    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 9,904 shares
    Change vs previous 13F -345 shares

    0.78% of the 13F portfolio, value $575,430.

    13F-HR 0001580642-26-000400 filed by BTS Asset Management, Inc.
    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 10,249 shares
    Change vs previous 13F +166 shares

    0.76% of the 13F portfolio, value $589,512.

    13F-HR 0001580642-25-007234 filed by BTS Asset Management, Inc.
    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 10,083 shares
    Change vs previous 13F -292 shares

    0.66% of the 13F portfolio, value $548,489.

    13F-HR 0001580642-25-004611 filed by BTS Asset Management, Inc.
    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 10,375 shares
    Change vs previous 13F -243 shares

    0.61% of the 13F portfolio, value $537,199.

    13F-HR 0001580642-25-002393 filed by BTS Asset Management, Inc.
    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 10,618 shares
    Change vs previous 13F +5,448 shares

    0.6% of the 13F portfolio, value $598,661.

    13F-HR 0001580642-25-000317 filed by BTS Asset Management, Inc.
    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 5,170 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $284,004.

    13F-HR 0001580642-24-006261 filed by BTS Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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