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Strategic Advisors LLC: JEPQ position timeline

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

Strategic Advisors LLC held 14,501 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,501 shares
    Change vs previous 13F +529 shares

    0.19% of the 13F portfolio, value $888,337.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,972 shares
    Change vs previous 13F +235 shares

    0.19% of the 13F portfolio, value $858,712.

    13F-HR 0001172661-26-002862 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,737 shares
    Change vs previous 13F +1,786 shares

    0.13% of the 13F portfolio, value $762,707.

    13F-HR 0001172661-26-001974 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,951 shares
    Change vs previous 13F +3,505 shares

    0.11% of the 13F portfolio, value $694,622.

    13F-HR 0001172661-26-000578 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,446 shares
    Change vs previous 13F +4,147 shares

    0.08% of the 13F portfolio, value $485,814.

    13F-HR 0001172661-25-004551 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,299 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $233,866.

    13F-HR 0001172661-25-003059 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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