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Chicago Partners Investment Group LLC: JEPQ position timeline

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

Chicago Partners Investment Group LLC held 144,055 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,055 shares
    Change vs previous 13F +30,936 shares

    0.17% of the 13F portfolio, value $8,431,528.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 113,119 shares
    Change vs previous 13F +8,081 shares

    0.15% of the 13F portfolio, value $6,661,585.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 105,038 shares
    Change vs previous 13F +10,111 shares

    0.15% of the 13F portfolio, value $6,220,344.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 94,927 shares
    Change vs previous 13F +7,900 shares

    0.15% of the 13F portfolio, value $5,610,199.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 87,027 shares
    Change vs previous 13F +35,529 shares

    0.14% of the 13F portfolio, value $4,780,408.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 51,498 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,650,062.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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