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Semus Wealth Partners LLC: JEPQ position timeline

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

Semus Wealth Partners LLC held 83,243 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,243 shares
    Change vs previous 13F +2,787 shares

    2.47% of the 13F portfolio, value $5,116,103.

    13F-HR 0001172661-26-003186 filed by Semus Wealth Partners 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 80,456 shares
    Change vs previous 13F +1,989 shares

    2.5% of the 13F portfolio, value $4,466,929.

    13F-HR 0001172661-26-001533 filed by Semus Wealth Partners 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 78,467 shares
    Change vs previous 13F +2,403 shares

    2.46% of the 13F portfolio, value $4,560,523.

    13F-HR 0001172661-26-000325 filed by Semus Wealth Partners 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 76,064 shares
    Change vs previous 13F +8,375 shares

    2.48% of the 13F portfolio, value $4,375,208.

    13F-HR 0001172661-25-004356 filed by Semus Wealth Partners 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 67,689 shares
    Change vs previous 13F +2,670 shares

    2.39% of the 13F portfolio, value $3,682,308.

    13F-HR 0001172661-25-003021 filed by Semus Wealth Partners 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 65,019 shares
    Change vs previous 13F +4,947 shares

    2.35% of the 13F portfolio, value $3,366,704.

    13F-HR 0001172661-25-001605 filed by Semus Wealth Partners 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 60,072 shares
    Change vs previous 13F +8,204 shares

    2.24% of the 13F portfolio, value $3,386,833.

    13F-HR 0001172661-25-000459 filed by Semus Wealth Partners 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 51,868 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,849,113.

    13F-HR 0001172661-24-004510 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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