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MEANS INVESTMENT CO., INC.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEANS INVESTMENT CO., INC. on JEPQ, newest first. How the timeline and the estimate are built.

MEANS INVESTMENT CO., INC. held 7,761 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,761 shares
    Change vs previous 13F +200 shares

    0.04% of the 13F portfolio, value $476,960.

    13F-HR 0000701516-26-000004 filed by MEANS INVESTMENT CO., 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 7,561 shares
    Change vs previous 13F -3,025 shares

    0.04% of the 13F portfolio, value $419,802.

    13F-HR 0000701516-26-000002 filed by MEANS INVESTMENT CO., 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 10,586 shares
    Change vs previous 13F -2,019 shares

    0.05% of the 13F portfolio, value $615,264.

    13F-HR 0000701516-26-000001 filed by MEANS INVESTMENT CO., 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 12,605 shares
    Change vs previous 13F -865 shares

    0.06% of the 13F portfolio, value $725,032.

    13F-HR 0000701516-25-000007 filed by MEANS INVESTMENT CO., 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 13,470 shares
    Change vs previous 13F -860 shares

    0.07% of the 13F portfolio, value $732,776.

    13F-HR 0000701516-25-000006 filed by MEANS INVESTMENT CO., 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 14,330 shares
    Change vs previous 13F -1,245 shares

    0.08% of the 13F portfolio, value $741,998.

    13F-HR 0000701516-25-000002 filed by MEANS INVESTMENT CO., 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 15,575 shares
    Change vs previous 13F +1,487 shares

    0.09% of the 13F portfolio, value $878,136.

    13F-HR 0000701516-25-000001 filed by MEANS INVESTMENT CO., 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 14,088 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $773,833.

    13F-HR 0000701516-24-000005 filed by MEANS INVESTMENT CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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