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Disclosery

Jupiter Wealth Management LLC: JEPQ position timeline

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

Jupiter Wealth Management LLC held 0 JEPQ shares at 2025-03-31 per its 13F-HR filed 2025-05-20.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -12,000 shares

    13F-HR 0001774207-25-000003 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 12,000 shares
    Change vs previous 13F +7,000 shares

    0.34% of the 13F portfolio, value $676,560.

    13F-HR 0001774207-25-000001 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 5,000 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $274,650.

    13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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