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Clarus Wealth Advisors: JEPQ position timeline

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

Clarus Wealth Advisors held 7,923 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,923 shares
    Change vs previous 13F +7,923 shares

    0.18% of the 13F portfolio, value $471,022.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,319 shares

    13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 6,319 shares
    Change vs previous 13F +41 shares

    0.18% of the 13F portfolio, value $352,790.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 6,278 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $339,640.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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