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Mutual Advisors, LLC: JEPQ position timeline

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

Mutual Advisors, LLC held 97,123 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,123 shares
    Change vs previous 13F +1,854 shares

    0.11% of the 13F portfolio, value $5,969,197.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 95,269 shares
    Change vs previous 13F +975 shares

    0.11% of the 13F portfolio, value $5,289,324.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 94,294 shares
    Change vs previous 13F +1,933 shares

    0.12% of the 13F portfolio, value $5,480,362.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 92,361 shares
    Change vs previous 13F +19,625 shares

    0.12% of the 13F portfolio, value $5,369,865.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 72,736 shares
    Change vs previous 13F +17,075 shares

    0.1% of the 13F portfolio, value $4,006,319.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, LLC
    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 55,661 shares
    Change vs previous 13F +16,705 shares

    0.08% of the 13F portfolio, value $2,843,701.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
    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 38,956 shares
    Change vs previous 13F +9,667 shares

    0.06% of the 13F portfolio, value $2,204,132.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    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 29,289 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,618,203.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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