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Smartleaf Asset Management LLC: JEPQ position timeline

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

Smartleaf Asset Management LLC held 159,537 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,537 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $9,683,896.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 159,537 shares
    Change vs previous 13F +39,077 shares

    0.31% of the 13F portfolio, value $8,578,304.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 120,460 shares
    Change vs previous 13F +51,527 shares

    0.27% of the 13F portfolio, value $7,117,981.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset 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 68,933 shares
    Change vs previous 13F +36,548 shares

    0.24% of the 13F portfolio, value $3,957,459.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset 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 32,385 shares
    Change vs previous 13F -8,173 shares

    0.15% of the 13F portfolio, value $1,757,548.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset 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 40,558 shares
    Change vs previous 13F +7,732 shares

    0.2% of the 13F portfolio, value $2,101,309.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset 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 32,826 shares
    Change vs previous 13F +18,009 shares

    0.19% of the 13F portfolio, value $1,878,631.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 14,817 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $811,971.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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