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Disclosery

J.W. COLE ADVISORS, INC.: JEPQ position timeline

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

J.W. COLE ADVISORS, INC. held 104,626 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,626 shares
    Change vs previous 13F +7,545 shares

    0.11% of the 13F portfolio, value $6,430,318.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, 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 97,081 shares
    Change vs previous 13F +2,678 shares

    0.18% of the 13F portfolio, value $5,389,931.

    13F-HR 0001404763-26-000003 filed by J.W. COLE 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 ended2025-12-31
    13F 94,403 shares
    Change vs previous 13F +9,076 shares

    0.11% of the 13F portfolio, value $4,381,076.

    13F-HR 0001404763-26-000001 filed by J.W. COLE 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 ended2025-09-30
    13F 85,327 shares
    Change vs previous 13F -1,734 shares

    0.09% of the 13F portfolio, value $4,907,997.

    13F-HR 0001404763-25-000002 filed by J.W. COLE 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 ended2025-06-30
    13F 87,061 shares
    Change vs previous 13F +20,613 shares

    0.1% of the 13F portfolio, value $4,736,110.

    13F-HR 0001085146-25-004914 filed by J.W. COLE 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 ended2025-03-31
    13F 66,448 shares
    Change vs previous 13F +20,327 shares

    0.11% of the 13F portfolio, value $3,440,690.

    13F-HR 0001376474-25-000429 filed by J.W. COLE 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 ended2024-12-31
    13F 46,121 shares
    Change vs previous 13F +3,564 shares

    0.1% of the 13F portfolio, value $2,600,285.

    13F-HR 0001172661-25-000434 filed by J.W. COLE 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 ended2024-09-30
    13F 42,557 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,337,660.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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