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KENNEDY INVESTMENT GROUP, INC.: JEPQ position timeline

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

KENNEDY INVESTMENT GROUP, INC. held 156,378 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,378 shares
    Change vs previous 13F +5,720 shares

    3.26% of the 13F portfolio, value $9,611,005.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, 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 150,658 shares
    Change vs previous 13F +11,424 shares

    3.28% of the 13F portfolio, value $8,364,546.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, 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 139,234 shares
    Change vs previous 13F +12,207 shares

    3.05% of the 13F portfolio, value $8,092,270.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, 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 127,027 shares
    Change vs previous 13F +17,255 shares

    2.9% of the 13F portfolio, value $7,306,579.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, 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 109,772 shares
    Change vs previous 13F +12,631 shares

    2.54% of the 13F portfolio, value $5,971,596.

    13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, 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 97,141 shares
    Change vs previous 13F +6,786 shares

    2.33% of the 13F portfolio, value $5,029,943.

    13F-HR 0001951757-25-000414 filed by KENNEDY INVESTMENT GROUP, 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 90,355 shares
    Change vs previous 13F +7,210 shares

    2.31% of the 13F portfolio, value $5,094,233.

    13F-HR 0001951757-25-000100 filed by KENNEDY INVESTMENT GROUP, 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 83,145 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $4,567,164.

    13F-HR 0001951757-24-001088 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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