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Disclosery

&PARTNERS: JEPQ position timeline

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

&PARTNERS held 264,957 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 264,957 shares
    Change vs previous 13F -28,932 shares

    0.07% of the 13F portfolio, value $16,299,086.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 293,889 shares
    Change vs previous 13F +31,008 shares

    0.08% of the 13F portfolio, value $16,315,757.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 262,881 shares
    Change vs previous 13F -3,512 shares

    0.08% of the 13F portfolio, value $15,317,761.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 266,393 shares
    Change vs previous 13F +14,695 shares

    0.1% of the 13F portfolio, value $15,319,649.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 251,698 shares
    Change vs previous 13F +62,939 shares

    0.11% of the 13F portfolio, value $13,692,385.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 188,759 shares
    Change vs previous 13F +1,549 shares

    0.1% of the 13F portfolio, value $9,771,248.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 187,210 shares
    Change vs previous 13F +75,318 shares

    0.13% of the 13F portfolio, value $10,687,562.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 111,892 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,180,464.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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