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Disclosery

Rothschild Wealth LLC: JEPQ position timeline

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

Rothschild Wealth LLC held 9,257 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,257 shares
    Change vs previous 13F -10 shares

    0.05% of the 13F portfolio, value $568,935.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 9,267 shares
    Change vs previous 13F +557 shares

    0.05% of the 13F portfolio, value $514,504.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 8,710 shares
    Change vs previous 13F -259 shares

    0.05% of the 13F portfolio, value $506,225.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth 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 8,969 shares
    Change vs previous 13F +1,908 shares

    0.11% of the 13F portfolio, value $515,897.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth 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 7,061 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $384,118.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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