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MML INVESTORS SERVICES, LLC: JEPQ position timeline

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

MML INVESTORS SERVICES, LLC held 1,648,740 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,648,740 shares
    Change vs previous 13F +460,869 shares

    0.21% of the 13F portfolio, value $101,331,585.

    13F-HR 0000701059-26-000016 filed by MML INVESTORS SERVICES, 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 1,187,871 shares
    Change vs previous 13F -155,805 shares

    0.18% of the 13F portfolio, value $65,950,608.

    13F-HR 0000701059-26-000012 filed by MML INVESTORS SERVICES, 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 1,343,676 shares
    Change vs previous 13F +178,169 shares

    0.19% of the 13F portfolio, value $78,094,432.

    13F-HR 0000701059-26-000002 filed by MML INVESTORS SERVICES, 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 1,165,507 shares
    Change vs previous 13F -56,095 shares

    0.18% of the 13F portfolio, value $67,039,937.

    13F-HR 0000701059-25-000019 filed by MML INVESTORS SERVICES, 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 1,221,602 shares
    Change vs previous 13F +102,489 shares

    0.19% of the 13F portfolio, value $66,455,000.

    13F-HR 0000701059-25-000016 filed by MML INVESTORS SERVICES, 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 1,119,113 shares
    Change vs previous 13F +99,243 shares

    0.19% of the 13F portfolio, value $57,948,000.

    13F-HR 0000701059-25-000010 filed by MML INVESTORS SERVICES, 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 1,019,870 shares
    Change vs previous 13F +236,556 shares

    0.2% of the 13F portfolio, value $57,500,000.

    13F-HR 0000701059-25-000001 filed by MML INVESTORS SERVICES, 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 783,314 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $43,027,000.

    13F-HR 0000701059-24-000015 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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