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Disclosery

John W. Brooker & Co., CPAs: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John W. Brooker & Co., CPAs on JEPQ, newest first. How the timeline and the estimate are built.

John W. Brooker & Co., CPAs held 31,618 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,618 shares
    Change vs previous 13F +11,931 shares

    2.35% of the 13F portfolio, value $1,943,214.

    13F-HR 0001798926-26-000003 filed by John W. Brooker & Co., CPAs
    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 19,687 shares
    Change vs previous 13F +6,820 shares

    1.72% of the 13F portfolio, value $1,093,022.

    13F-HR 0001798926-26-000002 filed by John W. Brooker & Co., CPAs
    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 12,867 shares
    Change vs previous 13F +7,978 shares

    1.34% of the 13F portfolio, value $747,830.

    13F-HR 0001798926-26-000001 filed by John W. Brooker & Co., CPAs
    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 4,889 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $281,215.

    13F-HR 0001798926-25-000012 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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