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Apollon Wealth Management, LLC: JEPQ position timeline

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

Apollon Wealth Management, LLC held 732,293 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 732,293 shares
    Change vs previous 13F +66,425 shares

    0.5% of the 13F portfolio, value $45,006,740.

    13F-HR 0001764387-26-000004 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 725,799 shares
    • Apollon Financial, LLC: 6,494 shares

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

  2. period ended2026-03-31
    13F 665,868 shares
    Change vs previous 13F +49,600 shares

    0.54% of the 13F portfolio, value $36,968,997.

    13F-HR 0001764387-26-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 659,577 shares
    • Apollon Financial, LLC: 6,291 shares

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

  3. period ended2025-12-31
    13F 616,268 shares
    Change vs previous 13F +4,140 shares

    0.55% of the 13F portfolio, value $35,817,517.

    13F-HR 0001764387-26-000001 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 611,979 shares
    • Apollon Financial, LLC: 4,289 shares

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

  4. period ended2025-09-30
    13F 612,128 shares
    Change vs previous 13F -161,904 shares

    0.63% of the 13F portfolio, value $35,209,580.

    13F-HR 0001764387-25-000008 filed by Apollon Wealth 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 774,032 shares
    Change vs previous 13F -238,990 shares

    0.83% of the 13F portfolio, value $42,107,323.

    13F-HR 0001764387-25-000005 filed by Apollon Wealth 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 1,013,022 shares
    Change vs previous 13F +430,151 shares

    1.15% of the 13F portfolio, value $52,454,277.

    13F-HR 0001764387-25-000003 filed by Apollon Wealth 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 582,871 shares
    Change vs previous 13F -50,884 shares

    0.76% of the 13F portfolio, value $32,862,295.

    13F-HR 0002011195-25-000002 filed by Apollon Wealth 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 633,755 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $34,812,181.

    13F-HR 0001764387-24-000010 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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