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CAPITAL ADVISORS INC/OK: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORS INC/OK on JEPQ, newest first. How the timeline and the estimate are built.

CAPITAL ADVISORS INC/OK held 1,392,157 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,392,157 shares
    Change vs previous 13F -2,597 shares

    1.26% of the 13F portfolio, value $85,561,956.

    13F-HR 0000860828-26-000004 filed by CAPITAL ADVISORS INC/OK
    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 1,394,754 shares
    Change vs previous 13F +273,153 shares

    1.24% of the 13F portfolio, value $77,436,766.

    13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
    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 1,121,601 shares
    Change vs previous 13F +31,566 shares

    1.05% of the 13F portfolio, value $65,187,435.

    13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
    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 1,090,035 shares
    Change vs previous 13F +133,187 shares

    1.05% of the 13F portfolio, value $62,698,802.

    13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
    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 956,848 shares
    Change vs previous 13F +21,462 shares

    0.93% of the 13F portfolio, value $52,052,526.

    13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
    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 935,386 shares
    Change vs previous 13F +62,399 shares

    0.96% of the 13F portfolio, value $48,434,274.

    13F-HR 0000860828-25-000004 filed by CAPITAL ADVISORS INC/OK
    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 872,987 shares
    Change vs previous 13F +61,238 shares

    0.98% of the 13F portfolio, value $49,219,033.

    13F-HR 0000860828-25-000003 filed by CAPITAL ADVISORS INC/OK
    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 811,749 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $44,589,388.

    13F-HR 0000860828-24-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

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