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MPWM ADVISORY SOLUTIONS, LLC: JEPQ position timeline

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

MPWM ADVISORY SOLUTIONS, LLC held 5,752 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 5,752 shares
    Change vs previous 13F +3,452 shares

    0.16% of the 13F portfolio, value $353,491.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, 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 2,300 shares
    Change vs previous 13F +1,600 shares

    0.07% of the 13F portfolio, value $127,696.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, 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 700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $40,684.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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