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Monterey Private Wealth, Inc.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on JEPQ, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 52,098 JEPQ shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 52,098 shares
    Change vs previous 13F +12,904 shares

    0.79% of the 13F portfolio, value $2,697,628.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 39,194 shares
    Change vs previous 13F +17,972 shares

    0.73% of the 13F portfolio, value $2,209,758.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 21,222 shares
    Change vs previous 13F +3,836 shares

    0.4% of the 13F portfolio, value $1,165,744.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 17,386 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $964,935.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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