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U.S. Capital Wealth Advisors, LLC: JEPQ position timeline

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

U.S. Capital Wealth Advisors, LLC held 211,145 JEPQ shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 211,145 shares
    Change vs previous 13F +27,481 shares

    0.29% of the 13F portfolio, value $11,722,789.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 183,664 shares
    Change vs previous 13F +11,676 shares

    0.28% of the 13F portfolio, value $10,674,540.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth 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 ended2025-09-30
    13F 171,988 shares
    Change vs previous 13F +1,557 shares

    0.27% of the 13F portfolio, value $9,892,762.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth 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 ended2025-06-30
    13F 170,431 shares
    Change vs previous 13F -13,517 shares

    0.27% of the 13F portfolio, value $9,271,464.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth 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 ended2025-03-31
    13F 183,948 shares
    Change vs previous 13F +68,597 shares

    0.29% of the 13F portfolio, value $9,524,846.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth 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 ended2024-12-31
    13F 115,351 shares
    Change vs previous 13F -664 shares

    0.2% of the 13F portfolio, value $6,503,513.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth 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 ended2024-09-30
    13F 116,015 shares
    Change vs previous 13F -2,971 shares

    0.22% of the 13F portfolio, value $6,372,727.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth 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 ended2024-06-30
    13F 118,986 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,603,723.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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