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INDEPENDENT INVESTORS INC: JEPQ position timeline

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

INDEPENDENT INVESTORS INC held 8,410 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,410 shares
    Change vs previous 13F -710 shares

    0.1% of the 13F portfolio, value $516,879.

    13F-HR 0001104659-26-084135 filed by INDEPENDENT INVESTORS 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 9,120 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $506,342.

    13F-HR 0001104659-26-044706 filed by INDEPENDENT INVESTORS 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 9,120 shares
    Change vs previous 13F +75 shares

    0.1% of the 13F portfolio, value $530,054.

    13F-HR 0001104659-26-004034 filed by INDEPENDENT INVESTORS 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 9,045 shares
    Change vs previous 13F +4,000 shares

    0.1% of the 13F portfolio, value $520,268.

    13F-HR 0001104659-25-104185 filed by INDEPENDENT INVESTORS 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 5,045 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $274,448.

    13F-HR 0001104659-25-068917 filed by INDEPENDENT INVESTORS 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 5,045 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $261,230.

    13F-HR 0001104659-25-043210 filed by INDEPENDENT INVESTORS INC
    Filed (acceptance time not in the bulk data set), ingested

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