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Disclosery

CWM, LLC: JEPQ position timeline

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

CWM, LLC held 917,534 JEPQ shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 917,534 shares
    Change vs previous 13F +93,783 shares

    0.13% of the 13F portfolio, value $50,941,480.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 823,751 shares
    Change vs previous 13F +47,179 shares

    0.13% of the 13F portfolio, value $47,876,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 776,572 shares
    Change vs previous 13F +71,488 shares

    0.13% of the 13F portfolio, value $44,668,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 705,084 shares
    Change vs previous 13F -17,185 shares

    0.14% of the 13F portfolio, value $38,357,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 722,269 shares
    Change vs previous 13F +33,011 shares

    0.15% of the 13F portfolio, value $37,399,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 689,258 shares
    Change vs previous 13F +79,045 shares

    0.16% of the 13F portfolio, value $38,860,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 610,213 shares
    Change vs previous 13F +259,706 shares

    0.14% of the 13F portfolio, value $33,519,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 350,507 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $19,453,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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