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Tradition Wealth Management, LLC: JEPQ position timeline

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

Tradition Wealth Management, LLC held 72,048 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,048 shares
    Change vs previous 13F +7,429 shares

    0.27% of the 13F portfolio, value $4,428,078.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 64,619 shares
    Change vs previous 13F -4,644 shares

    0.26% of the 13F portfolio, value $3,587,633.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 69,263 shares
    Change vs previous 13F -62,315 shares

    0.29% of the 13F portfolio, value $4,025,587.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 131,578 shares
    Change vs previous 13F -92,111 shares

    0.56% of the 13F portfolio, value $7,568,356.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 223,689 shares
    Change vs previous 13F +7,119 shares

    0.97% of the 13F portfolio, value $12,168,702.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 216,570 shares
    Change vs previous 13F +17,994 shares

    0.99% of the 13F portfolio, value $11,214,007.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 198,576 shares
    Change vs previous 13F +39,642 shares

    0.99% of the 13F portfolio, value $11,195,704.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 158,934 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $8,730,249.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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