Global Wealth Strategies & Associates: JEPQ position timeline

Global Wealth Strategies & Associates held 10,679 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 10,679 shares

   Change vs previous 13F -573 shares

   0.12% of the 13F portfolio, value $654,196.

   13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
   Accepted 2026-10-01 22:46:24 UTC, ingested 2026-10-06 10:18:46 UTC

2. period ended2026-06-30

   13F 11,252 shares

   Change vs previous 13F +799 shares

   0.13% of the 13F portfolio, value $691,576.

   13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
   Filed 2026-07-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 10,453 shares

   Change vs previous 13F +398 shares

   0.14% of the 13F portfolio, value $580,351.

   13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
   Filed 2026-04-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 10,055 shares

   Change vs previous 13F -2,616 shares

   0.15% of the 13F portfolio, value $584,397.

   13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 12,671 shares

   Change vs previous 13F -776 shares

   0.19% of the 13F portfolio, value $728,836.

   13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
   Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 13,447 shares

   Change vs previous 13F -1,169 shares

   0.21% of the 13F portfolio, value $731,517.

   13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 14,616 shares

   Change vs previous 13F +604 shares

   0.23% of the 13F portfolio, value $756,816.

   13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
   Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 14,012 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $789,997.

   13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
   Filed 2025-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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