Skip to content
Disclosery

Private Advisor Group, LLC: JEPQ position timeline

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

Private Advisor Group, LLC held 960,111 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 960,111 shares
    Change vs previous 13F -9,472 shares

    0.27% of the 13F portfolio, value $59,008,431.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 969,583 shares
    Change vs previous 13F -41,035 shares

    0.25% of the 13F portfolio, value $53,831,267.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 1,010,618 shares
    Change vs previous 13F +9,560 shares

    0.28% of the 13F portfolio, value $58,737,079.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 1,001,058 shares
    Change vs previous 13F +37,154 shares

    0.28% of the 13F portfolio, value $57,580,855.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 963,904 shares
    Change vs previous 13F -81,852 shares

    0.28% of the 13F portfolio, value $52,436,386.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 1,045,756 shares
    Change vs previous 13F -831,270 shares

    0.33% of the 13F portfolio, value $54,149,262.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 1,877,026 shares
    Change vs previous 13F +811,640 shares

    0.6% of the 13F portfolio, value $105,826,688.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 1,065,386 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $58,963,722.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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