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MONEY CONCEPTS CAPITAL CORP: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEY CONCEPTS CAPITAL CORP on JEPQ, newest first. How the timeline and the estimate are built.

MONEY CONCEPTS CAPITAL CORP held 124,747 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,747 shares
    Change vs previous 13F +11,951 shares

    0.36% of the 13F portfolio, value $7,666,941.

    13F-HR 0000716851-26-000010 filed by MONEY CONCEPTS CAPITAL CORP
    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 112,796 shares
    Change vs previous 13F +39,459 shares

    0.35% of the 13F portfolio, value $6,262,413.

    13F-HR 0000716851-26-000007 filed by MONEY CONCEPTS CAPITAL CORP
    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 73,337 shares
    Change vs previous 13F +8,930 shares

    0.24% of the 13F portfolio, value $4,262,371.

    13F-HR 0000716851-26-000001 filed by MONEY CONCEPTS CAPITAL CORP
    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 64,407 shares
    Change vs previous 13F +11,794 shares

    0.23% of the 13F portfolio, value $3,704,702.

    13F-HR 0000716851-25-000006 filed by MONEY CONCEPTS CAPITAL CORP
    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 52,613 shares
    Change vs previous 13F -5,884 shares

    0.19% of the 13F portfolio, value $2,862,158.

    13F-HR 0001085146-25-005096 filed by MONEY CONCEPTS CAPITAL CORP
    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 58,497 shares
    Change vs previous 13F +2,961 shares

    0.23% of the 13F portfolio, value $3,028,954.

    13F-HR 0001085146-25-002307 filed by MONEY CONCEPTS CAPITAL CORP
    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 55,536 shares
    Change vs previous 13F +1,975 shares

    0.23% of the 13F portfolio, value $3,131,107.

    13F-HR 0001085146-25-000510 filed by MONEY CONCEPTS CAPITAL CORP
    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 53,561 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,942,093.

    13F-HR 0001085146-24-005242 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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