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Kingsview Wealth Management, LLC: JEPQ position timeline

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

Kingsview Wealth Management, LLC held 469,715 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 469,715 shares
    Change vs previous 13F +88,708 shares

    0.35% of the 13F portfolio, value $28,868,695.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
    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 381,007 shares
    Change vs previous 13F +80,956 shares

    0.29% of the 13F portfolio, value $21,153,509.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 ended2025-12-31
    13F 300,051 shares
    Change vs previous 13F +57,357 shares

    0.25% of the 13F portfolio, value $17,438,969.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
    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 242,694 shares
    Change vs previous 13F +81,495 shares

    0.21% of the 13F portfolio, value $13,959,770.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
    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 161,199 shares
    Change vs previous 13F +28,106 shares

    0.15% of the 13F portfolio, value $8,769,200.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
    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 133,093 shares
    Change vs previous 13F +29,280 shares

    0.13% of the 13F portfolio, value $6,891,549.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
    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 103,813 shares
    Change vs previous 13F +6,088 shares

    0.11% of the 13F portfolio, value $5,852,977.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
    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 97,725 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,368,009.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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