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ROTHSCHILD INVESTMENT LLC: JEPQ position timeline

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

ROTHSCHILD INVESTMENT LLC held 222,830 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,830 shares
    Change vs previous 13F +9,964 shares

    0.51% of the 13F portfolio, value $13,695,155.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 212,866 shares
    Change vs previous 13F +9,255 shares

    0.62% of the 13F portfolio, value $11,818,343.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 203,611 shares
    Change vs previous 13F +312 shares

    0.65% of the 13F portfolio, value $11,833,849.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 203,299 shares
    Change vs previous 13F +2,065 shares

    0.66% of the 13F portfolio, value $11,693,732.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 201,234 shares
    Change vs previous 13F +132,996 shares

    0.69% of the 13F portfolio, value $10,947,117.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT 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 68,238 shares
    Change vs previous 13F +7,600 shares

    0.24% of the 13F portfolio, value $3,533,373.

    13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT 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 60,638 shares
    Change vs previous 13F +9,993 shares

    0.22% of the 13F portfolio, value $3,418,751.

    13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT 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 50,645 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,781,916.

    13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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