Orgel Wealth Management, LLC: JEPQ position timeline

Orgel Wealth Management, LLC held 16,113 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 16,113 shares

   Change vs previous 13F +6,119 shares

   0.02% of the 13F portfolio, value $990,305.

   13F-HR 0001658535-26-000004 filed by Orgel Wealth Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 9,994 shares

   Change vs previous 13F +4,841 shares

   0.01% of the 13F portfolio, value $554,867.

   13F-HR 0001658535-26-000003 filed by Orgel Wealth Management, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,153 shares

   Change vs previous 13F +744 shares

   0.01% of the 13F portfolio, value $299,493.

   13F-HR 0001658535-26-000001 filed by Orgel Wealth Management, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,409 shares

   Change vs previous 13F +566 shares

   0.01% of the 13F portfolio, value $253,606.

   13F-HR 0001658535-25-000008 filed by Orgel Wealth Management, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,843 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $209,060.

   13F-HR 0001658535-25-000005 filed by Orgel Wealth Management, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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