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Cetera Investment Advisers: JEPQ position timeline

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

Cetera Investment Advisers held 3,405,031 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,405,031 shares
    Change vs previous 13F +369,387 shares

    0.19% of the 13F portfolio, value $209,273,216.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 3,035,644 shares
    Change vs previous 13F +204,154 shares

    0.18% of the 13F portfolio, value $168,538,965.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 2,831,490 shares
    Change vs previous 13F +137,560 shares

    0.18% of the 13F portfolio, value $164,566,181.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 2,693,930 shares
    Change vs previous 13F +1,004,422 shares

    0.18% of the 13F portfolio, value $154,954,880.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 1,689,508 shares
    Change vs previous 13F +103,290 shares

    0.16% of the 13F portfolio, value $91,909,224.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 1,586,218 shares
    Change vs previous 13F +80,656 shares

    0.16% of the 13F portfolio, value $82,134,358.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 1,505,562 shares
    Change vs previous 13F +164,679 shares

    0.18% of the 13F portfolio, value $84,883,597.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 1,340,883 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $73,654,710.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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