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MTM FINANCIAL GROUP, LLC: JEPQ position timeline

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

MTM FINANCIAL GROUP, LLC held 138,264 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,264 shares
    Change vs previous 13F +10,696 shares

    3.64% of the 13F portfolio, value $8,497,685.

    13F-HR 0002085853-26-000870 filed by MTM FINANCIAL GROUP, 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 127,568 shares
    Change vs previous 13F +8,510 shares

    3.32% of the 13F portfolio, value $7,082,567.

    13F-HR 0002085853-26-000642 filed by MTM FINANCIAL GROUP, 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 119,058 shares
    Change vs previous 13F +1,108 shares

    3.3% of the 13F portfolio, value $6,919,637.

    13F-HR 0002085853-26-000641 filed by MTM FINANCIAL GROUP, LLC
    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 117,950 shares
    Change vs previous 13F +11,355 shares

    3.34% of the 13F portfolio, value $6,784,504.

    13F-HR 0002085853-26-000640 filed by MTM FINANCIAL GROUP, LLC
    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 106,595 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $5,798,793.

    13F-HR 0002085853-26-000639 filed by MTM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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