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Morse Asset Management, Inc: JEPQ position timeline

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

Morse Asset Management, Inc held 189,118 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,118 shares
    Change vs previous 13F +11,741 shares

    1.92% of the 13F portfolio, value $11,623,166.

    13F-HR 0001705711-26-000006 filed by Morse Asset Management, Inc
    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 177,377 shares
    Change vs previous 13F +23,872 shares

    2.05% of the 13F portfolio, value $9,847,978.

    13F-HR 0001705711-26-000004 filed by Morse Asset Management, Inc
    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 153,505 shares
    Change vs previous 13F +1,752 shares

    1.78% of the 13F portfolio, value $8,921,737.

    13F-HR 0001705711-26-000002 filed by Morse Asset Management, Inc
    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 151,753 shares
    Change vs previous 13F +8,461 shares

    1.74% of the 13F portfolio, value $8,728,853.

    13F-HR 0001705711-25-000009 filed by Morse Asset Management, Inc
    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 143,292 shares
    Change vs previous 13F +44,078 shares

    1.71% of the 13F portfolio, value $7,795,087.

    13F-HR 0001705711-25-000006 filed by Morse Asset Management, Inc
    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 99,214 shares
    Change vs previous 13F +32,933 shares

    1.3% of the 13F portfolio, value $5,137,324.

    13F-HR 0001705711-25-000004 filed by Morse Asset Management, Inc
    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 66,281 shares
    Change vs previous 13F +629 shares

    0.86% of the 13F portfolio, value $3,736,926.

    13F-HR 0001705711-25-000002 filed by Morse Asset Management, Inc
    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/A 65,652 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,606,245.

    13F-HR/A 0001705711-24-000010 filed by Morse Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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