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NewEdge Advisors, LLC: JEPQ position timeline

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

NewEdge Advisors, LLC held 632,916 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 632,916 shares
    Change vs previous 13F +79,116 shares

    0.12% of the 13F portfolio, value $38,898,985.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 553,800 shares
    Change vs previous 13F +42,440 shares

    0.11% of the 13F portfolio, value $30,747,016.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 511,360 shares
    Change vs previous 13F -12,114 shares

    0.11% of the 13F portfolio, value $29,720,221.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 523,474 shares
    Change vs previous 13F +47,521 shares

    0.14% of the 13F portfolio, value $30,110,240.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 475,953 shares
    Change vs previous 13F +181,778 shares

    0.13% of the 13F portfolio, value $25,891,853.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 294,175 shares
    Change vs previous 13F -68,967 shares

    0.09% of the 13F portfolio, value $15,232,384.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 363,142 shares
    Change vs previous 13F +98,947 shares

    0.12% of the 13F portfolio, value $20,473,983.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 264,195 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $14,512,218.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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