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Clay Northam Wealth Management, LLC: JEPQ position timeline

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

Clay Northam Wealth Management, LLC held 14,405 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,405 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $882,450.

    13F-HR 0001915687-26-000005 filed by Clay Northam Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,405 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $885,331.

    13F-HR 0001915687-26-000003 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,405 shares
    Change vs previous 13F -110 shares

    0.45% of the 13F portfolio, value $799,766.

    13F-HR 0001915687-26-000002 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,515 shares
    Change vs previous 13F +3 shares

    0.47% of the 13F portfolio, value $843,600.

    13F-HR 0001915687-26-000001 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,512 shares
    Change vs previous 13F +3 shares

    0.48% of the 13F portfolio, value $834,733.

    13F-HR 0001915687-25-000002 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,509 shares
    Change vs previous 13F -47 shares

    0.5% of the 13F portfolio, value $789,311.

    13F-HR 0001085146-25-003896 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,556 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $753,704.

    13F-HR 0001085146-25-002329 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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