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Disclosery

MBA Advisors LLC: JEPQ position timeline

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

MBA Advisors LLC held 25,344 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 25,344 shares
    Change vs previous 13F +663 shares

    0.53% of the 13F portfolio, value $1,557,643.

    13F-HR 0001848704-26-000003 filed by MBA 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 24,681 shares
    Change vs previous 13F +391 shares

    0.53% of the 13F portfolio, value $1,370,290.

    13F-HR 0001848704-26-000002 filed by MBA 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 24,290 shares
    Change vs previous 13F +2,624 shares

    0.57% of the 13F portfolio, value $1,411,736.

    13F-HR 0001848704-26-000001 filed by MBA 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 21,666 shares
    Change vs previous 13F +713 shares

    0.53% of the 13F portfolio, value $1,246,229.

    13F-HR 0001848704-25-000002 filed by MBA 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 20,953 shares
    Change vs previous 13F +333 shares

    0.53% of the 13F portfolio, value $1,139,822.

    13F-HR 0001085146-25-003959 filed by MBA 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 20,620 shares
    Change vs previous 13F -7,736 shares

    0.53% of the 13F portfolio, value $1,067,718.

    13F-HR 0001085146-25-002414 filed by MBA 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 28,356 shares
    Change vs previous 13F +1,415 shares

    0.81% of the 13F portfolio, value $1,598,699.

    13F-HR 0001085146-25-000583 filed by MBA Advisors 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 26,941 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,479,870.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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