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Verity Asset Management, Inc.: JEPQ position timeline

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

Verity Asset Management, Inc. held 67,370 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,370 shares
    Change vs previous 13F +403 shares

    1.57% of the 13F portfolio, value $4,140,560.

    13F-HR 0001597298-26-000003 filed by Verity Asset Management, Inc.
    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 66,967 shares
    Change vs previous 13F +7,804 shares

    1.56% of the 13F portfolio, value $3,717,992.

    13F-HR 0001597298-26-000002 filed by Verity Asset Management, Inc.
    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 59,163 shares
    Change vs previous 13F +8,785 shares

    1.48% of the 13F portfolio, value $3,438,553.

    13F-HR 0001597298-26-000001 filed by Verity Asset Management, Inc.
    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 50,378 shares
    Change vs previous 13F +4,488 shares

    0.95% of the 13F portfolio, value $2,897,738.

    13F-HR 0001597298-25-000005 filed by Verity Asset Management, Inc.
    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 45,890 shares
    Change vs previous 13F +17,504 shares

    1.19% of the 13F portfolio, value $2,496,420.

    13F-HR 0001597298-25-000004 filed by Verity Asset Management, Inc.
    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 28,386 shares
    Change vs previous 13F -6,589 shares

    0.6% of the 13F portfolio, value $1,469,827.

    13F-HR 0001597298-25-000002 filed by Verity Asset Management, Inc.
    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 34,975 shares
    Change vs previous 13F +1,448 shares

    1.11% of the 13F portfolio, value $1,971,891.

    13F-HR 0001597298-25-000001 filed by Verity Asset Management, Inc.
    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 33,527 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,841,638.

    13F-HR 0001597298-24-000004 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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