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Disclosery

NewEdge Wealth, LLC: JEPQ position timeline

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

NewEdge Wealth, LLC held 35,834 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,834 shares
    Change vs previous 13F +16,138 shares

    0.02% of the 13F portfolio, value $2,202,339.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 19,696 shares
    Change vs previous 13F +2,861 shares

    0.01% of the 13F portfolio, value $1,093,549.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 16,835 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $978,453.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 17,045 shares
    Change vs previous 13F -802 shares

    0.01% of the 13F portfolio, value $997,816.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 17,847 shares
    Change vs previous 13F -16,029 shares

    0.02% of the 13F portfolio, value $981,253.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 33,876 shares
    Change vs previous 13F -49,298 shares

    0.03% of the 13F portfolio, value $1,754,124.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 83,174 shares
    Change vs previous 13F +5,235 shares

    0.08% of the 13F portfolio, value $4,689,338.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 77,939 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,281,169.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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