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Summit Wealth Partners, LLC: JEPQ position timeline

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

Summit Wealth Partners, LLC held 62,711 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,711 shares
    Change vs previous 13F +7,556 shares

    0.55% of the 13F portfolio, value $3,854,206.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 55,155 shares
    Change vs previous 13F +2,845 shares

    0.48% of the 13F portfolio, value $3,062,197.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 52,310 shares
    Change vs previous 13F +1,174 shares

    0.56% of the 13F portfolio, value $3,040,264.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 51,136 shares
    Change vs previous 13F +1,951 shares

    0.53% of the 13F portfolio, value $2,941,335.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 49,185 shares
    Change vs previous 13F +8,693 shares

    0.51% of the 13F portfolio, value $2,675,678.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 40,492 shares
    Change vs previous 13F +3,051 shares

    0.43% of the 13F portfolio, value $2,096,673.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 37,441 shares
    Change vs previous 13F -378 shares

    0.43% of the 13F portfolio, value $2,110,924.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 37,819 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,077,411.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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