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Disclosery

SMITH, MOORE & CO.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH, MOORE & CO. on JEPQ, newest first. How the timeline and the estimate are built.

SMITH, MOORE & CO. held 64,288 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 64,288 shares
    Change vs previous 13F +4,234 shares

    0.26% of the 13F portfolio, value $3,951,144.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & CO.
    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 60,054 shares
    Change vs previous 13F +3,261 shares

    0.24% of the 13F portfolio, value $3,334,172.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & CO.
    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 56,793 shares
    Change vs previous 13F -7,453 shares

    0.25% of the 13F portfolio, value $3,300,806.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & CO.
    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 64,246 shares
    Change vs previous 13F +5,389 shares

    0.28% of the 13F portfolio, value $3,695,422.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
    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 58,857 shares
    Change vs previous 13F -3,811 shares

    0.27% of the 13F portfolio, value $3,201,845.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
    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 62,668 shares
    Change vs previous 13F +2,532 shares

    0.3% of the 13F portfolio, value $3,244,965.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
    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 60,136 shares
    Change vs previous 13F +5,195 shares

    0.31% of the 13F portfolio, value $3,390,486.

    13F-HR 0000200724-25-000002 filed by SMITH, MOORE & CO.
    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 54,941 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,017,897.

    13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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