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Wealthfront Advisers LLC: JEPQ position timeline

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

Wealthfront Advisers LLC held 346,859 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 346,859 shares
    Change vs previous 13F +14,844 shares

    0.04% of the 13F portfolio, value $21,317,954.

    13F-HR 0002085853-26-000956 filed by Wealthfront Advisers 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 332,015 shares
    Change vs previous 13F +38,788 shares

    0.04% of the 13F portfolio, value $18,433,473.

    13F-HR 0002085853-26-000564 filed by Wealthfront Advisers 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 293,227 shares
    Change vs previous 13F +26,389 shares

    0.04% of the 13F portfolio, value $17,042,353.

    13F-HR 0002085853-26-000151 filed by Wealthfront Advisers 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 266,838 shares
    Change vs previous 13F -6,406 shares

    0.04% of the 13F portfolio, value $15,348,522.

    13F-HR 0002085853-25-000235 filed by Wealthfront Advisers 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 273,244 shares
    Change vs previous 13F +58,555 shares

    0.04% of the 13F portfolio, value $14,864,474.

    13F-HR 0001667731-25-001032 filed by Wealthfront Advisers 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 214,689 shares
    Change vs previous 13F +61,059 shares

    0.03% of the 13F portfolio, value $11,116,596.

    13F-HR 0001667731-25-000578 filed by Wealthfront Advisers 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/A 153,630 shares
    Change vs previous 13F +39,480 shares

    0.03% of the 13F portfolio, value $8,661,659.

    13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers 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 114,150 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,270,260.

    13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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