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MCDONALD PARTNERS LLC: JEPQ position timeline

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

MCDONALD PARTNERS LLC held 39,131 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 39,131 shares
    Change vs previous 13F +7,525 shares

    0.58% of the 13F portfolio, value $2,404,991.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 31,606 shares
    Change vs previous 13F -2,353 shares

    0.41% of the 13F portfolio, value $1,754,765.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 33,959 shares
    Change vs previous 13F +6,109 shares

    0.62% of the 13F portfolio, value $1,973,696.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 27,850 shares
    Change vs previous 13F -1,347 shares

    0.48% of the 13F portfolio, value $1,601,931.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 29,197 shares
    Change vs previous 13F +248 shares

    0.38% of the 13F portfolio, value $1,588,317.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 28,949 shares
    Change vs previous 13F +9,076 shares

    0.39% of the 13F portfolio, value $1,498,979.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 19,873 shares
    Change vs previous 13F +788 shares

    0.29% of the 13F portfolio, value $1,120,440.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 19,085 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,048,339.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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