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IFP Advisors, Inc: JEPQ position timeline

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

IFP Advisors, Inc held 58,185 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,185 shares
    Change vs previous 13F +2,397 shares

    0.06% of the 13F portfolio, value $3,576,050.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 55,788 shares
    Change vs previous 13F +11,396 shares

    0.06% of the 13F portfolio, value $3,097,350.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 44,392 shares
    Change vs previous 13F +4,566 shares

    0.06% of the 13F portfolio, value $2,580,063.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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/A 39,826 shares
    Change vs previous 13F +5,737 shares

    0.06% of the 13F portfolio, value $2,290,792.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 34,089 shares
    Change vs previous 13F +7,103 shares

    0.05% of the 13F portfolio, value $1,854,619.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 26,986 shares
    Change vs previous 13F -12,342 shares

    0.04% of the 13F portfolio, value $1,397,353.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, 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 39,328 shares
    Change vs previous 13F +2,628 shares

    0.07% of the 13F portfolio, value $2,217,454.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, 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 36,700 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,015,775.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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