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Focused Wealth Management, Inc: JEPQ position timeline

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

Focused Wealth Management, Inc held 24,214 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,214 shares
    Change vs previous 13F +1,299 shares

    0.13% of the 13F portfolio, value $1,488,185.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 22,915 shares
    Change vs previous 13F +148 shares

    0.13% of the 13F portfolio, value $1,272,214.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 22,767 shares
    Change vs previous 13F +1,710 shares

    0.14% of the 13F portfolio, value $1,323,229.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 21,057 shares
    Change vs previous 13F +1,639 shares

    0.13% of the 13F portfolio, value $1,211,186.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 19,418 shares
    Change vs previous 13F +7,182 shares

    0.13% of the 13F portfolio, value $1,056,325.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 12,236 shares
    Change vs previous 13F +972 shares

    0.09% of the 13F portfolio, value $633,596.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 11,264 shares
    Change vs previous 13F +4,024 shares

    0.09% of the 13F portfolio, value $635,050.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 7,240 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $397,688.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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