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Global Retirement Partners, LLC: JEPQ position timeline

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

Global Retirement Partners, LLC held 61,151 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,151 shares
    Change vs previous 13F +16,828 shares

    0.06% of the 13F portfolio, value $3,758,361.

    13F-HR 0001580642-26-004976 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 44,323 shares
    Change vs previous 13F +5,408 shares

    0.05% of the 13F portfolio, value $2,576,060.

    13F-HR 0001580642-26-000877 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 38,915 shares
    Change vs previous 13F +890 shares

    0.05% of the 13F portfolio, value $2,238,402.

    13F-HR 0001580642-25-006659 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 38,025 shares
    Change vs previous 13F -9,662 shares

    0.05% of the 13F portfolio, value $2,068,542.

    13F-HR 0001580642-25-005069 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 47,687 shares
    Change vs previous 13F +5,526 shares

    0.08% of the 13F portfolio, value $2,688,594.

    13F-HR 0001580642-25-000642 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 42,161 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,315,914.

    13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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