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Patriot Financial Group Insurance Agency, LLC: JEPQ position timeline

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

Patriot Financial Group Insurance Agency, LLC held 163,320 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 163,320 shares
    Change vs previous 13F +31,319 shares

    0.96% of the 13F portfolio, value $10,004,986.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 132,001 shares
    Change vs previous 13F -74,913 shares

    0.83% of the 13F portfolio, value $8,112,788.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 206,914 shares
    Change vs previous 13F +102,681 shares

    0.65% of the 13F portfolio, value $11,487,868.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 104,233 shares
    Change vs previous 13F +485 shares

    0.72% of the 13F portfolio, value $6,058,047.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 103,748 shares
    Change vs previous 13F +6,033 shares

    0.76% of the 13F portfolio, value $5,967,572.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 97,715 shares
    Change vs previous 13F -6,249 shares

    0.61% of the 13F portfolio, value $5,315,715.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 103,964 shares
    Change vs previous 13F +8,212 shares

    0.72% of the 13F portfolio, value $5,383,247.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 95,752 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,398,475.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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