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TrueWealth Advisors, LLC: JEPQ position timeline

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

TrueWealth Advisors, LLC held 45,396 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,396 shares
    Change vs previous 13F +2,308 shares

    0.62% of the 13F portfolio, value $2,780,988.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,088 shares
    Change vs previous 13F -471 shares

    0.6% of the 13F portfolio, value $2,648,179.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 43,559 shares
    Change vs previous 13F -912 shares

    0.61% of the 13F portfolio, value $2,418,402.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 44,471 shares
    Change vs previous 13F +1,795 shares

    0.67% of the 13F portfolio, value $2,584,671.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 42,676 shares
    Change vs previous 13F +1,886 shares

    0.66% of the 13F portfolio, value $2,454,716.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 40,790 shares
    Change vs previous 13F +2,322 shares

    0.66% of the 13F portfolio, value $2,218,965.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,468 shares
    Change vs previous 13F +2,044 shares

    0.65% of the 13F portfolio, value $1,991,866.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 36,424 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,053,611.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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