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MJP ASSOCIATES INC /ADV: JEPQ position timeline

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

MJP ASSOCIATES INC /ADV held 0 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,361 shares

    13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 7,361 shares
    Change vs previous 13F +125 shares

    0.05% of the 13F portfolio, value $408,667.

    13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES 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 7,236 shares
    Change vs previous 13F +307 shares

    0.05% of the 13F portfolio, value $420,560.

    13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES 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 6,929 shares
    Change vs previous 13F +6,929 shares

    0.05% of the 13F portfolio, value $398,535.

    13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES 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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001765380-24-000434 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.