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Disclosery

Westend Capital Management, LLC: JEPQ position timeline

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

Westend Capital Management, LLC held 13,894 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 13,894 shares
    Change vs previous 13F +5,024 shares

    0.2% of the 13F portfolio, value $853,925.

    13F-HR 0001331997-26-000003 filed by Westend Capital 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 8,870 shares
    Change vs previous 13F -30 shares

    0.15% of the 13F portfolio, value $492,462.

    13F-HR 0001331997-26-000002 filed by Westend Capital 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 8,900 shares
    Change vs previous 13F -100 shares

    0.14% of the 13F portfolio, value $517,268.

    13F-HR 0001331997-26-000001 filed by Westend Capital 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 9,000 shares
    Change vs previous 13F -1,760 shares

    0.15% of the 13F portfolio, value $517,680.

    13F-HR 0001331997-25-000006 filed by Westend Capital 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 10,760 shares
    Change vs previous 13F -385 shares

    0.18% of the 13F portfolio, value $585,344.

    13F-HR 0001331997-25-000003 filed by Westend Capital 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 11,145 shares
    Change vs previous 13F -3,536 shares

    0.22% of the 13F portfolio, value $577,088.

    13F-HR 0001331997-25-000002 filed by Westend Capital 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 14,681 shares
    Change vs previous 13F +3,822 shares

    0.25% of the 13F portfolio, value $827,715.

    13F-HR 0001331997-25-000001 filed by Westend Capital 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 10,859 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $596,485.

    13F-HR 0001331997-24-000006 filed by Westend Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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