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LexAurum Advisors, LLC: JEPQ position timeline

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

LexAurum Advisors, LLC held 30,729 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,729 shares
    Change vs previous 13F +39 shares

    0.22% of the 13F portfolio, value $1,888,580.

    13F-HR 0001729677-26-000010 filed by LexAurum 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 30,690 shares
    Change vs previous 13F +2,410 shares

    0.22% of the 13F portfolio, value $1,703,929.

    13F-HR 0001729677-26-000005 filed by LexAurum 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 ended2025-09-30
    13F 28,280 shares
    Change vs previous 13F +1,856 shares

    0.23% of the 13F portfolio, value $1,626,656.

    13F-HR 0001729677-25-000010 filed by LexAurum 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 ended2025-06-30
    13F 26,424 shares
    Change vs previous 13F +7,190 shares

    0.23% of the 13F portfolio, value $1,437,456.

    13F-HR 0001085146-25-003938 filed by LexAurum 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 ended2025-03-31
    13F 19,234 shares
    Change vs previous 13F +6,955 shares

    0.19% of the 13F portfolio, value $995,954.

    13F-HR 0001085146-25-002076 filed by LexAurum 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 ended2024-12-31
    13F 12,279 shares
    Change vs previous 13F +7,866 shares

    0.14% of the 13F portfolio, value $692,295.

    13F-HR 0001085146-25-000345 filed by LexAurum 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 ended2024-09-30
    13F 4,413 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $242,426.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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