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MERCER GLOBAL ADVISORS INC /ADV: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on JEPQ, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 32,898 JEPQ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 32,898 shares
    Change vs previous 13F +3,272 shares

    <0.01% of the 13F portfolio, value $2,021,928.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 29,626 shares
    Change vs previous 13F -11,297 shares

    <0.01% of the 13F portfolio, value $1,644,808.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 40,923 shares
    Change vs previous 13F +17,526 shares

    <0.01% of the 13F portfolio, value $2,378,462.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 23,397 shares
    Change vs previous 13F +2,035 shares

    <0.01% of the 13F portfolio, value $1,345,786.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 21,362 shares
    Change vs previous 13F -270 shares

    <0.01% of the 13F portfolio, value $1,162,084.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 21,632 shares
    Change vs previous 13F -3,004 shares

    <0.01% of the 13F portfolio, value $1,120,084.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 24,636 shares
    Change vs previous 13F -3,510 shares

    <0.01% of the 13F portfolio, value $1,388,950.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 28,146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,527,884.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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