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RWQ Financial Management Services, Inc.: JEPQ position timeline

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

RWQ Financial Management Services, Inc. held 95,537 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,537 shares
    Change vs previous 13F -41,613 shares

    2.83% of the 13F portfolio, value $5,871,684.

    13F-HR 0001846544-26-000002 filed by RWQ Financial Management Services, Inc.
    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 137,150 shares
    Change vs previous 13F -59,600 shares

    4.96% of the 13F portfolio, value $7,614,568.

    13F-HR 0001172661-26-001954 filed by RWQ Financial Management Services, Inc.
    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 196,750 shares
    Change vs previous 13F +193,250 shares

    5.26% of the 13F portfolio, value $11,435,110.

    13F-HR 0001172661-26-000419 filed by RWQ Financial Management Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,500 shares
    Change vs previous 13F +3,500 shares

    0.09% of the 13F portfolio, value $201,320.

    13F-HR 0001172661-25-004405 filed by RWQ Financial Management Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -78,675 shares

    13F-HR 0001172661-25-002766 filed by RWQ Financial Management Services, Inc.
    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 78,675 shares
    Change vs previous 13F -32,537 shares

    2.7% of the 13F portfolio, value $4,073,792.

    13F-HR 0001172661-25-001566 filed by RWQ Financial Management Services, Inc.
    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 111,212 shares
    Change vs previous 13F +13,470 shares

    2.45% of the 13F portfolio, value $6,270,156.

    13F-HR 0001172661-25-000640 filed by RWQ Financial Management Services, Inc.
    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 97,742 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $5,368,988.

    13F-HR 0001172661-24-004390 filed by RWQ Financial Management Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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