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Disclosery

PSI Advisors, LLC: JEPQ position timeline

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

PSI Advisors, LLC held 469,545 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 469,545 shares
    Change vs previous 13F -55,449 shares

    6.7% of the 13F portfolio, value $28,858,250.

    13F-HR 0001779040-26-000004 filed by PSI 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 524,994 shares
    Change vs previous 13F +28,279 shares

    6.98% of the 13F portfolio, value $29,147,677.

    13F-HR 0001779040-26-000002 filed by PSI 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 496,715 shares
    Change vs previous 13F +28,083 shares

    7.25% of the 13F portfolio, value $28,869,062.

    13F-HR 0001779040-26-000001 filed by PSI 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 468,632 shares
    Change vs previous 13F +468,632 shares

    6.94% of the 13F portfolio, value $26,955,696.

    13F-HR 0001779040-25-000007 filed by PSI 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 0 shares
    Change vs previous 13F -390,008 shares

    13F-HR 0001779040-25-000005 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 390,008 shares
    Change vs previous 13F +52,629 shares

    6.57% of the 13F portfolio, value $20,194,602.

    13F-HR 0001779040-25-000003 filed by PSI 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 337,379 shares
    Change vs previous 13F +37,788 shares

    5.64% of the 13F portfolio, value $19,021,406.

    13F-HR 0001779040-25-000001 filed by PSI 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 299,591 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $16,456,551.

    13F-HR 0001779040-24-000007 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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