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TUCKER ASSET MANAGEMENT LLC: JEPQ position timeline

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

TUCKER ASSET MANAGEMENT LLC held 63,336 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,336 shares
    Change vs previous 13F +10,642 shares

    0.96% of the 13F portfolio, value $3,892,657.

    13F-HR 0001398344-26-015711 filed by TUCKER ASSET 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 52,694 shares
    Change vs previous 13F +10,242 shares

    0.87% of the 13F portfolio, value $2,925,595.

    13F-HR 0001398344-26-015706 filed by TUCKER ASSET 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 42,452 shares
    Change vs previous 13F +1,398 shares

    0.72% of the 13F portfolio, value $2,467,328.

    13F-HR 0001398344-26-002318 filed by TUCKER ASSET 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 41,054 shares
    Change vs previous 13F +9,010 shares

    0.71% of the 13F portfolio, value $2,361,443.

    13F-HR 0001398344-26-000220 filed by TUCKER ASSET 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 32,044 shares
    Change vs previous 13F +626 shares

    0.56% of the 13F portfolio, value $1,743,177.

    13F-HR 0001398344-26-000218 filed by TUCKER ASSET 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 31,418 shares
    Change vs previous 13F +1,346 shares

    0.53% of the 13F portfolio, value $1,626,834.

    13F-HR 0001398344-26-000215 filed by TUCKER ASSET 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 30,072 shares
    Change vs previous 13F +3,111 shares

    0.18% of the 13F portfolio, value $1,695,444.

    13F-HR 0001398344-25-002523 filed by TUCKER ASSET 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 26,961 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,480,968.

    13F-HR 0001398344-25-001689 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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