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James Reed Financial Services, Inc.: JEPQ position timeline

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

James Reed Financial Services, Inc. held 424,120 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 424,120 shares
    Change vs previous 13F +2,833 shares

    19.9% of the 13F portfolio, value $26,066,440.

    13F-HR 0001754960-26-000547 filed by James Reed Financial Services, 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 421,287 shares
    Change vs previous 13F -18,559 shares

    20.25% of the 13F portfolio, value $23,389,877.

    13F-HR 0001754960-26-000287 filed by James Reed Financial Services, 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 439,846 shares
    Change vs previous 13F +26,869 shares

    20.49% of the 13F portfolio, value $25,563,827.

    13F-HR 0001754960-26-000062 filed by James Reed Financial Services, 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 412,977 shares
    Change vs previous 13F -14,790 shares

    21.3% of the 13F portfolio, value $23,754,461.

    13F-HR 0001754960-25-000679 filed by James Reed Financial Services, 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 427,767 shares
    Change vs previous 13F +33,275 shares

    21.12% of the 13F portfolio, value $23,270,514.

    13F-HR 0001754960-25-000443 filed by James Reed Financial Services, 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 394,492 shares
    Change vs previous 13F -1,497 shares

    22.77% of the 13F portfolio, value $20,426,817.

    13F-HR 0001754960-25-000215 filed by James Reed Financial Services, 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 395,989 shares
    Change vs previous 13F not available

    23.29% of the 13F portfolio, value $22,325,883.

    13F-HR 0001754960-25-000104 filed by James Reed Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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