Skip to content
Disclosery

Sowell Financial Services LLC: JEPQ position timeline

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

Sowell Financial Services LLC held 30,159 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,159 shares
    Change vs previous 13F -26 shares

    0.06% of the 13F portfolio, value $1,853,561.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 30,185 shares
    Change vs previous 13F +4,941 shares

    0.06% of the 13F portfolio, value $1,675,853.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 25,244 shares
    Change vs previous 13F -39,354 shares

    0.05% of the 13F portfolio, value $1,467,163.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 64,598 shares
    Change vs previous 13F +16,813 shares

    0.14% of the 13F portfolio, value $3,715,692.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 47,785 shares
    Change vs previous 13F +3,750 shares

    0.11% of the 13F portfolio, value $2,599,505.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 44,035 shares
    Change vs previous 13F -1,067 shares

    0.1% of the 13F portfolio, value $2,280,129.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 45,102 shares
    Change vs previous 13F +14,595 shares

    0.13% of the 13F portfolio, value $2,542,848.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 30,507 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,676,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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