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Disclosery

Stillwater Wealth Management Group: JEPQ position timeline

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

Stillwater Wealth Management Group held 49,206 JEPQ shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 49,206 shares
    Change vs previous 13F +5,005 shares

    1.69% of the 13F portfolio, value $2,731,895.

    13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 44,201 shares
    Change vs previous 13F -1,575 shares

    1.74% of the 13F portfolio, value $2,568,939.

    13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 45,776 shares
    Change vs previous 13F +9,170 shares

    1.84% of the 13F portfolio, value $2,633,012.

    13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 36,606 shares
    Change vs previous 13F +5,375 shares

    1.64% of the 13F portfolio, value $1,895,438.

    13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 31,231 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,760,781.

    13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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