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Disclosery

Capital Analysts, LLC: JEPQ position timeline

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

Capital Analysts, LLC held 113,968 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,968 shares
    Change vs previous 13F +3,424 shares

    0.16% of the 13F portfolio, value $7,004,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 110,544 shares
    Change vs previous 13F +1,414 shares

    0.16% of the 13F portfolio, value $6,137,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 109,130 shares
    Change vs previous 13F +3,326 shares

    0.18% of the 13F portfolio, value $6,342,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 105,804 shares
    Change vs previous 13F -10,896 shares

    0.18% of the 13F portfolio, value $6,086,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 116,700 shares
    Change vs previous 13F +3,786 shares

    0.21% of the 13F portfolio, value $6,348,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 112,914 shares
    Change vs previous 13F -691 shares

    0.22% of the 13F portfolio, value $5,847,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 113,605 shares
    Change vs previous 13F +18,082 shares

    0.26% of the 13F portfolio, value $6,405,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 95,523 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,247,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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