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Mountain Capital Investment Advisors Inc.: JEPQ position timeline

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

Mountain Capital Investment Advisors Inc. held 187,021 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,021 shares
    Change vs previous 13F -11,642 shares

    1.64% of the 13F portfolio, value $11,494,306.

    13F-HR 0001951757-26-001003 filed by Mountain Capital Investment Advisors 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 198,663 shares
    Change vs previous 13F -13,159 shares

    1.74% of the 13F portfolio, value $11,729,071.

    13F-HR 0001951757-26-000819 filed by Mountain Capital Investment Advisors 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 211,822 shares
    Change vs previous 13F +8,184 shares

    2.03% of the 13F portfolio, value $12,594,958.

    13F-HR 0001951757-26-000326 filed by Mountain Capital Investment Advisors 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 203,638 shares
    Change vs previous 13F +26,241 shares

    2.05% of the 13F portfolio, value $11,648,073.

    13F-HR 0001951757-25-001387 filed by Mountain Capital Investment Advisors 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 177,397 shares
    Change vs previous 13F -3,994 shares

    1.83% of the 13F portfolio, value $9,545,736.

    13F-HR 0001951757-25-000997 filed by Mountain Capital Investment Advisors 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 181,391 shares
    Change vs previous 13F +34,864 shares

    1.97% of the 13F portfolio, value $9,183,825.

    13F-HR 0001951757-25-000465 filed by Mountain Capital Investment Advisors 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 146,527 shares
    Change vs previous 13F +19,598 shares

    1.74% of the 13F portfolio, value $8,391,592.

    13F-HR 0001951757-25-000250 filed by Mountain Capital Investment Advisors 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 126,929 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $7,189,278.

    13F-HR 0001951757-24-001209 filed by Mountain Capital Investment Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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