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HUB Investment Partners, LLC: JEPQ position timeline

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

HUB Investment Partners, LLC held 484,137 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 484,137 shares
    Change vs previous 13F +18,958 shares

    0.55% of the 13F portfolio, value $29,755,071.

    13F-HR 0001172661-26-002986 filed by HUB Investment 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 ended2026-03-31
    13F 465,179 shares
    Change vs previous 13F +105,933 shares

    0.63% of the 13F portfolio, value $25,826,761.

    13F-HR 0001172661-26-002189 filed by HUB Investment 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 ended2025-12-31
    13F 359,246 shares
    Change vs previous 13F +64,583 shares

    0.57% of the 13F portfolio, value $20,879,391.

    13F-HR 0001172661-26-001003 filed by HUB Investment 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 ended2025-09-30
    13F 294,663 shares
    Change vs previous 13F +47,891 shares

    0.62% of the 13F portfolio, value $16,949,028.

    13F-HR 0001172661-25-004693 filed by HUB Investment 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 ended2025-06-30
    13F 246,772 shares
    Change vs previous 13F +28,153 shares

    0.47% of the 13F portfolio, value $13,424,370.

    13F-HR 0001172661-25-003409 filed by HUB Investment 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 ended2025-03-31
    13F 218,619 shares
    Change vs previous 13F +43,329 shares

    0.46% of the 13F portfolio, value $11,320,069.

    13F-HR 0001172661-25-002166 filed by HUB Investment Partners, 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 175,290 shares
    Change vs previous 13F +46,691 shares

    0.42% of the 13F portfolio, value $9,882,823.

    13F-HR 0001172661-25-000639 filed by HUB Investment Partners, 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 128,599 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $7,063,947.

    13F-HR 0001172661-24-004804 filed by HUB Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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