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Orion Porfolio Solutions, LLC: JEPQ position timeline

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

Orion Porfolio Solutions, LLC held 166,464 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 166,464 shares
    Change vs previous 13F -56,172 shares

    0.08% of the 13F portfolio, value $10,230,858.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 222,636 shares
    Change vs previous 13F -39,784 shares

    0.11% of the 13F portfolio, value $12,360,729.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 262,420 shares
    Change vs previous 13F +10,230 shares

    0.11% of the 13F portfolio, value $15,251,876.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 252,190 shares
    Change vs previous 13F -751 shares

    0.11% of the 13F portfolio, value $14,506,012.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 252,941 shares
    Change vs previous 13F +3,369 shares

    0.12% of the 13F portfolio, value $13,759,997.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 249,572 shares
    Change vs previous 13F +14,050 shares

    0.13% of the 13F portfolio, value $12,922,871.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 235,522 shares
    Change vs previous 13F -8,546 shares

    0.13% of the 13F portfolio, value $13,278,761.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 244,068 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,406,630.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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