Skip to content
Disclosery

New England Private Wealth Advisors LLC: JEPQ position timeline

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

New England Private Wealth Advisors LLC held 121,260 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,260 shares
    Change vs previous 13F -262 shares

    0.68% of the 13F portfolio, value $7,028,240.

    13F-HR 0001582813-26-000005 filed by New England Private Wealth 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 121,522 shares
    Change vs previous 13F -3,004 shares

    0.78% of the 13F portfolio, value $6,746,876.

    13F-HR 0001582813-26-000003 filed by New England Private Wealth 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/A 124,526 shares
    Change vs previous 13F -462 shares

    0.9% of the 13F portfolio, value $7,237,468.

    13F-HR/A 0001582813-26-000002 filed by New England Private Wealth 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 124,988 shares
    Change vs previous 13F -3,961 shares

    0.95% of the 13F portfolio, value $7,189,305.

    13F-HR 0001582813-25-000003 filed by New England Private Wealth 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 128,949 shares
    Change vs previous 13F +4,167 shares

    1.04% of the 13F portfolio, value $7,121,831.

    13F-HR 0001085146-25-004653 filed by New England Private Wealth 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 124,782 shares
    Change vs previous 13F +7,156 shares

    1% of the 13F portfolio, value $6,461,237.

    13F-HR 0001085146-25-002766 filed by New England Private Wealth 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 117,626 shares
    Change vs previous 13F +2,417 shares

    1.05% of the 13F portfolio, value $6,631,781.

    13F-HR 0001085146-25-000908 filed by New England Private Wealth 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 115,209 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $6,328,453.

    13F-HR 0001085146-24-005415 filed by New England Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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