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Purus Wealth Management, LLC: JEPQ position timeline

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

Purus Wealth Management, LLC held 52,616 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,616 shares
    Change vs previous 13F +1,312 shares

    0.89% of the 13F portfolio, value $3,233,788.

    13F-HR 0001172661-26-002589 filed by Purus Wealth Management, 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 51,304 shares
    Change vs previous 13F -185 shares

    0.91% of the 13F portfolio, value $2,848,423.

    13F-HR 0001172661-26-001496 filed by Purus Wealth Management, 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 51,489 shares
    Change vs previous 13F +247 shares

    0.93% of the 13F portfolio, value $2,992,533.

    13F-HR 0001172661-26-000335 filed by Purus Wealth Management, 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 51,242 shares
    Change vs previous 13F +65 shares

    0.94% of the 13F portfolio, value $2,947,450.

    13F-HR 0001172661-25-004418 filed by Purus Wealth Management, 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/A 51,177 shares
    Change vs previous 13F +123 shares

    0.97% of the 13F portfolio, value $2,784,054.

    13F-HR/A 0001172661-25-003020 filed by Purus Wealth Management, 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 51,054 shares
    Change vs previous 13F -674 shares

    1.12% of the 13F portfolio, value $2,643,561.

    13F-HR 0001172661-25-001844 filed by Purus Wealth Management, 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 51,728 shares
    Change vs previous 13F +16,013 shares

    1.15% of the 13F portfolio, value $2,916,441.

    13F-HR 0001172661-25-000210 filed by Purus Wealth Management, 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 35,715 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,961,815.

    13F-HR 0001172661-24-004569 filed by Purus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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