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Private Capital Advisors, Inc.: JEPQ position timeline

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

Private Capital Advisors, Inc. held 10,756 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,756 shares
    Change vs previous 13F +200 shares

    0.06% of the 13F portfolio, value $658,913.

    13F-HR 0001350780-26-000004 filed by Private Capital Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,556 shares
    Change vs previous 13F +3,014 shares

    0.06% of the 13F portfolio, value $648,772.

    13F-HR 0001350780-26-000003 filed by Private Capital Advisors, Inc.
    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 7,542 shares
    Change vs previous 13F +2,231 shares

    0.05% of the 13F portfolio, value $418,732.

    13F-HR 0001350780-26-000002 filed by Private Capital Advisors, Inc.
    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 5,311 shares
    Change vs previous 13F -2,575 shares

    0.03% of the 13F portfolio, value $308,675.

    13F-HR 0001350780-26-000001 filed by Private Capital Advisors, Inc.
    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 7,886 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $453,603.

    13F-HR 0001350780-25-000005 filed by Private Capital Advisors, Inc.
    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 7,886 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $428,998.

    13F-HR 0001350780-25-000003 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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