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Disclosery

Interchange Capital Partners, LLC: JEPQ position timeline

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

Interchange Capital Partners, LLC held 4,984 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 4,984 shares
    Change vs previous 13F -894 shares

    0.06% of the 13F portfolio, value $306,374.

    13F-HR 0001845998-26-000004 filed by Interchange Capital 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 5,878 shares
    Change vs previous 13F -14 shares

    0.1% of the 13F portfolio, value $304,408.

    13F-HR 0001845998-26-000003 filed by Interchange Capital 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 5,892 shares
    Change vs previous 13F +52 shares

    0.06% of the 13F portfolio, value $342,492.

    13F-HR 0001845998-26-000001 filed by Interchange Capital 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 5,840 shares
    Change vs previous 13F +28 shares

    0.07% of the 13F portfolio, value $335,968.

    13F-HR 0001845998-25-000004 filed by Interchange Capital 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/A 5,812 shares
    Change vs previous 13F -66 shares

    0.07% of the 13F portfolio, value $316,218.

    13F-HR/A 0001085146-25-004372 filed by Interchange Capital 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 5,878 shares
    Change vs previous 13F +232 shares

    0.09% of the 13F portfolio, value $304,407.

    13F-HR 0001085146-25-002463 filed by Interchange Capital 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 5,646 shares
    Change vs previous 13F -4,635 shares

    0.12% of the 13F portfolio, value $318,371.

    13F-HR 0001172661-25-000665 filed by Interchange Capital 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 10,281 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $564,783.

    13F-HR 0001172661-24-004377 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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