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Investment Partners Asset Management, Inc.: JEPQ position timeline

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

Investment Partners Asset Management, Inc. held 60,442 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,442 shares
    Change vs previous 13F +609 shares

    2.01% of the 13F portfolio, value $3,702,677.

    13F-HR 0001384416-26-000006 filed by Investment Partners Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,833 shares
    Change vs previous 13F -176 shares

    2.05% of the 13F portfolio, value $3,677,336.

    13F-HR 0001384416-26-000003 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 60,009 shares
    Change vs previous 13F +5,685 shares

    2.06% of the 13F portfolio, value $3,331,700.

    13F-HR 0001384416-26-000002 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 54,324 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $3,157,311.

    13F-HR 0001384416-26-000001 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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