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Visionary Wealth Advisors: JEPQ position timeline

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

Visionary Wealth Advisors held 33,991 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 33,991 shares
    Change vs previous 13F -13,442 shares

    0.08% of the 13F portfolio, value $2,089,072.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 47,433 shares
    Change vs previous 13F -28,478 shares

    0.12% of the 13F portfolio, value $2,633,500.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 75,911 shares
    Change vs previous 13F -7 shares

    0.2% of the 13F portfolio, value $4,411,955.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 75,918 shares
    Change vs previous 13F -8,767 shares

    0.2% of the 13F portfolio, value $4,366,811.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 84,685 shares
    Change vs previous 13F -15,544 shares

    0.24% of the 13F portfolio, value $4,606,859.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 100,229 shares
    Change vs previous 13F +30,844 shares

    0.31% of the 13F portfolio, value $5,189,879.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 69,385 shares
    Change vs previous 13F -5,328 shares

    0.23% of the 13F portfolio, value $3,911,915.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 74,713 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,103,984.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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