Skip to content
Disclosery

Caerus Investment Advisors, LLC: JEPQ position timeline

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

Caerus Investment Advisors, LLC held 188,082 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 188,082 shares
    Change vs previous 13F +47,327 shares

    3.9% of the 13F portfolio, value $11,559,520.

    13F-HR 0001862682-26-000003 filed by Caerus Investment Advisors, 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 140,755 shares
    Change vs previous 13F +31,478 shares

    3.3% of the 13F portfolio, value $7,814,718.

    13F-HR 0001862682-26-000002 filed by Caerus Investment Advisors, 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 109,277 shares
    Change vs previous 13F +84,431 shares

    2.12% of the 13F portfolio, value $6,351,179.

    13F-HR 0001862682-26-000001 filed by Caerus Investment Advisors, 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 24,846 shares
    Change vs previous 13F +1,392 shares

    0.59% of the 13F portfolio, value $1,429,124.

    13F-HR 0001862682-25-000002 filed by Caerus Investment Advisors, 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 23,454 shares
    Change vs previous 13F -26,383 shares

    1.22% of the 13F portfolio, value $1,275,872.

    13F-HR 0001085146-25-005300 filed by Caerus Investment Advisors, 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 49,837 shares
    Change vs previous 13F -372 shares

    2.49% of the 13F portfolio, value $2,580,537.

    13F-HR 0001085146-25-002408 filed by Caerus Investment Advisors, 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 50,209 shares
    Change vs previous 13F +37,160 shares

    2.66% of the 13F portfolio, value $2,830,783.

    13F-HR 0001085146-25-001372 filed by Caerus Investment Advisors, 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 13,049 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $716,782.

    13F-HR 0001085146-24-005889 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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