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D'Orazio & Associates, Inc.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D'Orazio & Associates, Inc. on JEPQ, newest first. How the timeline and the estimate are built.

D'Orazio & Associates, Inc. held 43,489 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,489 shares
    Change vs previous 13F +125 shares

    0.31% of the 13F portfolio, value $2,672,834.

    13F-HR 0001646821-26-000005 filed by D'Orazio & Associates, Inc.
    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 43,364 shares
    Change vs previous 13F +156 shares

    0.31% of the 13F portfolio, value $2,407,570.

    13F-HR 0001646821-26-000002 filed by D'Orazio & Associates, Inc.
    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 43,208 shares
    Change vs previous 13F +1,060 shares

    0.32% of the 13F portfolio, value $2,511,249.

    13F-HR 0001646821-26-000001 filed by D'Orazio & Associates, Inc.
    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 42,148 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $2,424,353.

    13F-HR 0001646821-25-000003 filed by D'Orazio & Associates, Inc.
    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 42,148 shares
    Change vs previous 13F +45 shares

    0.32% of the 13F portfolio, value $2,292,852.

    13F-HR 0001085146-25-004705 filed by D'Orazio & Associates, Inc.
    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 42,103 shares
    Change vs previous 13F +53 shares

    0.33% of the 13F portfolio, value $2,180,094.

    13F-HR 0001085146-25-002170 filed by D'Orazio & Associates, Inc.
    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 42,050 shares
    Change vs previous 13F +1,925 shares

    0.35% of the 13F portfolio, value $2,370,779.

    13F-HR 0001085146-25-000519 filed by D'Orazio & Associates, Inc.
    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 40,125 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,204,067.

    13F-HR 0001085146-24-005372 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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