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Garden State Investment Advisory Services LLC: JEPQ position timeline

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

Garden State Investment Advisory Services LLC held 127,998 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,998 shares
    Change vs previous 13F +8,451 shares

    1.54% of the 13F portfolio, value $7,866,936.

    13F-HR 0001172661-26-003239 filed by Garden State Investment Advisory 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 119,547 shares
    Change vs previous 13F +3,386 shares

    1.59% of the 13F portfolio, value $6,642,362.

    13F-HR 0001172661-26-001823 filed by Garden State Investment Advisory 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 116,161 shares
    Change vs previous 13F +402 shares

    1.61% of the 13F portfolio, value $6,782,078.

    13F-HR 0001172661-26-001111 filed by Garden State Investment Advisory 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 115,759 shares
    Change vs previous 13F +11,317 shares

    1.69% of the 13F portfolio, value $6,658,718.

    13F-HR 0001172661-25-005079 filed by Garden State Investment Advisory 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 104,442 shares
    Change vs previous 13F +1,361 shares

    1.54% of the 13F portfolio, value $5,685,681.

    13F-HR 0001172661-25-003454 filed by Garden State Investment Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 103,081 shares
    Change vs previous 13F +16,611 shares

    1.71% of the 13F portfolio, value $5,341,375.

    13F-HR 0001172661-25-002081 filed by Garden State Investment Advisory Services LLC
    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 86,470 shares
    Change vs previous 13F +10,827 shares

    1.5% of the 13F portfolio, value $4,890,751.

    13F-HR 0001172661-25-000837 filed by Garden State Investment Advisory Services LLC
    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/A 75,643 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,157,827.

    13F-HR/A 0001172661-24-005409 filed by Garden State Investment Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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