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Latitude Advisors, LLC: JEPQ position timeline

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

Latitude Advisors, LLC held 17,381 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,381 shares
    Change vs previous 13F +640 shares

    0.43% of the 13F portfolio, value $1,068,233.

    13F-HR 0001754960-26-000648 filed by Latitude Advisors, 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 16,741 shares
    Change vs previous 13F +1,670 shares

    0.43% of the 13F portfolio, value $929,467.

    13F-HR 0001754960-26-000335 filed by Latitude Advisors, 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 15,071 shares
    Change vs previous 13F +228 shares

    0.39% of the 13F portfolio, value $875,942.

    13F-HR 0001754960-26-000121 filed by Latitude Advisors, 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 14,843 shares
    Change vs previous 13F +32 shares

    0.39% of the 13F portfolio, value $853,790.

    13F-HR 0001754960-25-000728 filed by Latitude Advisors, 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 14,811 shares
    Change vs previous 13F +5,413 shares

    0.41% of the 13F portfolio, value $805,728.

    13F-HR 0001754960-25-000491 filed by Latitude Advisors, 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 9,398 shares
    Change vs previous 13F +3,488 shares

    0.28% of the 13F portfolio, value $486,643.

    13F-HR 0001754960-25-000259 filed by Latitude Advisors, 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 5,910 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $333,229.

    13F-HR 0001754960-25-000082 filed by Latitude Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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