PARSONS CAPITAL MANAGEMENT INC/RI: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PARSONS CAPITAL MANAGEMENT INC/RI on JEPQ, newest first. How the timeline and the estimate are built.

PARSONS CAPITAL MANAGEMENT INC/RI held 5,449 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 5,449 shares
Change vs previous 13F +185 shares
0.02% of the 13F portfolio, value $334,896.
13F-HR 0001018674-26-000004 filed by PARSONS CAPITAL MANAGEMENT INC/RI
Filed 2026-07-24 (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).
period ended2026-03-31
13F 5,264 shares
Change vs previous 13F +229 shares
0.01% of the 13F portfolio, value $292,258.
13F-HR 0001018674-26-000003 filed by PARSONS CAPITAL MANAGEMENT INC/RI
Filed 2026-04-15 (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).
period ended2025-12-31
13F 5,035 shares
Change vs previous 13F -1,010 shares
0.02% of the 13F portfolio, value $292,635.
13F-HR 0001018674-26-000002 filed by PARSONS CAPITAL MANAGEMENT INC/RI
Filed 2026-01-13 (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).
period ended2025-09-30
13F 6,045 shares
Change vs previous 13F +6,045 shares
0.02% of the 13F portfolio, value $347,709.
13F-HR 0001018674-25-000008 filed by PARSONS CAPITAL MANAGEMENT INC/RI
Filed 2025-10-29 (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).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -12,838 shares
13F-HR 0001018674-25-000003 filed by PARSONS CAPITAL MANAGEMENT INC/RI
Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 12,838 shares
Change vs previous 13F +1,588 shares
0.04% of the 13F portfolio, value $723,796.
13F-HR 0001018674-25-000002 filed by PARSONS CAPITAL MANAGEMENT INC/RI
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 11,250 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $617,961.
13F-HR 0001018674-24-000008 filed by PARSONS CAPITAL MANAGEMENT INC/RI
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).