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Investment Planning Advisors, Inc.: JEPQ position timeline

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

Investment Planning Advisors, Inc. held 13,024 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,024 shares
    Change vs previous 13F -296 shares

    0.18% of the 13F portfolio, value $797,850.

    13F-HR 0002024049-26-000005 filed by Investment Planning Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,320 shares
    Change vs previous 13F +418 shares

    0.19% of the 13F portfolio, value $818,647.

    13F-HR 0002024049-26-000003 filed by Investment Planning 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 ended2026-03-31
    13F 12,902 shares
    Change vs previous 13F +992 shares

    0.2% of the 13F portfolio, value $716,319.

    13F-HR 0002024049-26-000002 filed by Investment Planning 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 ended2025-12-31
    13F 11,910 shares
    Change vs previous 13F -9,668 shares

    0.2% of the 13F portfolio, value $692,209.

    13F-HR 0002024049-26-000001 filed by Investment Planning 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 ended2025-09-30
    13F 21,578 shares
    Change vs previous 13F -3,831 shares

    0.39% of the 13F portfolio, value $1,241,167.

    13F-HR 0002024049-25-000008 filed by Investment Planning 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 ended2025-06-30
    13F 25,409 shares
    Change vs previous 13F -8,873 shares

    0.49% of the 13F portfolio, value $1,382,250.

    13F-HR 0002024049-25-000005 filed by Investment Planning 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 ended2025-03-31
    13F 34,282 shares
    Change vs previous 13F +239 shares

    0.72% of the 13F portfolio, value $1,775,122.

    13F-HR 0002024049-25-000002 filed by Investment Planning 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 ended2024-12-31
    13F 34,043 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,919,344.

    13F-HR 0002024049-25-000001 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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