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Investors Portfolio Services LLC: JEPQ position timeline

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

Investors Portfolio Services LLC held 676 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 676 shares
    Change vs previous 13F -39,156 shares

    0.03% of the 13F portfolio, value $41,538.

    13F-HR 0002073833-26-000004 filed by Investors Portfolio Services 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 39,832 shares
    Change vs previous 13F -1,761 shares

    2.05% of the 13F portfolio, value $2,211,492.

    13F-HR 0002073833-26-000003 filed by Investors Portfolio Services 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 41,593 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,432,331.

    13F-HR 0002073833-26-000002 filed by Investors Portfolio Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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