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Prime Capital Investment Advisors, LLC: JEPQ position timeline

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

Prime Capital Investment Advisors, LLC held 273,129 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,129 shares
    Change vs previous 13F -63,840 shares

    0.16% of the 13F portfolio, value $16,786,532.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment Advisors, 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 336,969 shares
    Change vs previous 13F +24,602 shares

    0.22% of the 13F portfolio, value $18,708,545.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment Advisors, 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 312,367 shares
    Change vs previous 13F -5,839 shares

    0.22% of the 13F portfolio, value $18,154,762.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment Advisors, 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 318,206 shares
    Change vs previous 13F -5,012 shares

    0.23% of the 13F portfolio, value $18,303,229.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment Advisors, 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 323,218 shares
    Change vs previous 13F -44,108 shares

    0.23% of the 13F portfolio, value $17,583,048.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment Advisors, 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 367,326 shares
    Change vs previous 13F +12,625 shares

    0.22% of the 13F portfolio, value $19,020,146.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment Advisors, 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 354,701 shares
    Change vs previous 13F -2,868 shares

    0.29% of the 13F portfolio, value $19,998,054.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment Advisors, 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 357,569 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $19,641,275.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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