Skip to content
Disclosery

Comprehensive Money Management Services LLC: JEPQ position timeline

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

Comprehensive Money Management Services LLC held 8,295 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,295 shares
    Change vs previous 13F -405 shares

    0.32% of the 13F portfolio, value $509,811.

    13F-HR 0002058921-26-000003 filed by Comprehensive Money Management Services 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 8,700 shares
    Change vs previous 13F +1,665 shares

    0.32% of the 13F portfolio, value $483,024.

    13F-HR 0002058921-26-000002 filed by Comprehensive Money Management Services 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 7,035 shares
    Change vs previous 13F +600 shares

    0.28% of the 13F portfolio, value $408,874.

    13F-HR 0002058921-26-000001 filed by Comprehensive Money Management Services 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 6,435 shares
    Change vs previous 13F +1,945 shares

    0.26% of the 13F portfolio, value $370,141.

    13F-HR 0002058921-25-000009 filed by Comprehensive Money Management Services 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 4,490 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $244,256.

    13F-HR 0002058921-25-000004 filed by Comprehensive Money Management Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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