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Independence Asset Advisors, LLC: JEPQ position timeline

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

Independence Asset Advisors, LLC held 7,324 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,324 shares
    Change vs previous 13F +191 shares

    0.12% of the 13F portfolio, value $450,104.

    13F-HR 0001376474-26-000490 filed by Independence Asset Advisors, 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 7,133 shares
    Change vs previous 13F +168 shares

    0.14% of the 13F portfolio, value $396,050.

    13F-HR 0001376474-26-000307 filed by Independence Asset Advisors, 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 6,965 shares
    Change vs previous 13F +156 shares

    0.23% of the 13F portfolio, value $408,803.

    13F-HR 0001376474-26-000092 filed by Independence Asset Advisors, 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 6,809 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $390,998.

    13F-HR 0001376474-25-000889 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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