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Koshinski Asset Management, Inc.: JEPQ position timeline

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

Koshinski Asset Management, Inc. held 62,757 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,757 shares
    Change vs previous 13F +18,649 shares

    0.21% of the 13F portfolio, value $3,857,039.

    13F-HR 0001062993-26-003837 filed by Koshinski Asset Management, 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 44,108 shares
    Change vs previous 13F +5,114 shares

    0.15% of the 13F portfolio, value $2,448,851.

    13F-HR 0001062993-26-002158 filed by Koshinski Asset Management, 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 38,994 shares
    Change vs previous 13F -5,614 shares

    0.15% of the 13F portfolio, value $2,266,338.

    13F-HR 0001062993-26-000568 filed by Koshinski Asset Management, 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 44,608 shares
    Change vs previous 13F +13,070 shares

    0.17% of the 13F portfolio, value $2,565,865.

    13F-HR 0001062993-25-016594 filed by Koshinski Asset Management, 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 31,538 shares
    Change vs previous 13F +10,379 shares

    0.13% of the 13F portfolio, value $1,715,684.

    13F-HR 0001062993-25-013228 filed by Koshinski Asset Management, 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 21,159 shares
    Change vs previous 13F -479 shares

    0.09% of the 13F portfolio, value $1,095,633.

    13F-HR 0001062993-25-007987 filed by Koshinski Asset Management, 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 21,638 shares
    Change vs previous 13F +975 shares

    0.11% of the 13F portfolio, value $1,219,976.

    13F-HR 0001062993-25-000828 filed by Koshinski Asset Management, 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 20,663 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,134,993.

    13F-HR 0001062993-24-017524 filed by Koshinski Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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