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Cambridge Investment Research Advisors, Inc.: JEPQ position timeline

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

Cambridge Investment Research Advisors, Inc. held 798,262 JEPQ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 798,262 shares
    Change vs previous 13F -93,831 shares

    0.11% of the 13F portfolio, value $49,061,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, 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 892,093 shares
    Change vs previous 13F +66,643 shares

    0.13% of the 13F portfolio, value $49,529,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, 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 825,450 shares
    Change vs previous 13F +164,323 shares

    0.13% of the 13F portfolio, value $47,975,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, 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 661,127 shares
    Change vs previous 13F +32,726 shares

    0.1% of the 13F portfolio, value $38,028,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, 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 628,401 shares
    Change vs previous 13F +37,063 shares

    0.1% of the 13F portfolio, value $34,185,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, 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 591,338 shares
    Change vs previous 13F -453,344 shares

    0.1% of the 13F portfolio, value $30,619,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, 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 1,044,682 shares
    Change vs previous 13F +609,864 shares

    0.2% of the 13F portfolio, value $58,899,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research Advisors, 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 434,818 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $23,885,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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