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Smallwood Wealth Investment Management, LLC: JEPQ position timeline

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

Smallwood Wealth Investment Management, LLC held 40,644 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,644 shares
    Change vs previous 13F +1,474 shares

    1.09% of the 13F portfolio, value $2,497,987.

    13F-HR 0001921304-26-000004 filed by Smallwood Wealth Investment 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 39,170 shares
    Change vs previous 13F +3,932 shares

    1.15% of the 13F portfolio, value $2,174,724.

    13F-HR 0001921304-26-000003 filed by Smallwood Wealth Investment 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 35,238 shares
    Change vs previous 13F +7,622 shares

    1.07% of the 13F portfolio, value $2,048,039.

    13F-HR 0001921304-26-000002 filed by Smallwood Wealth Investment 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 27,616 shares
    Change vs previous 13F +8,744 shares

    0.82% of the 13F portfolio, value $1,588,478.

    13F-HR 0001921304-25-000006 filed by Smallwood Wealth Investment 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 18,872 shares
    Change vs previous 13F +5,358 shares

    0.59% of the 13F portfolio, value $1,026,674.

    13F-HR 0001921304-25-000005 filed by Smallwood Wealth Investment 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 13,514 shares
    Change vs previous 13F +4,558 shares

    0.44% of the 13F portfolio, value $699,762.

    13F-HR 0001921304-25-000003 filed by Smallwood Wealth Investment 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 8,956 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $504,939.

    13F-HR 0001667731-25-000047 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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