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Focus Partners Wealth: JEPQ position timeline

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

Focus Partners Wealth held 582,557 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 582,557 shares
    Change vs previous 13F +20,252 shares

    0.03% of the 13F portfolio, value $35,804,049.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 574,331 shares
    • Focus Partners Advisor Solutions, LLC: 8,226 shares

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

  2. period ended2026-03-31
    13F 562,305 shares
    Change vs previous 13F +108,193 shares

    0.03% of the 13F portfolio, value $31,219,239.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 554,459 shares
    • Focus Partners Advisor Solutions, LLC: 7,846 shares

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

  3. period ended2025-12-31
    13F 454,112 shares
    Change vs previous 13F +28,716 shares

    0.03% of the 13F portfolio, value $26,446,447.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 446,570 shares
    • Focus Partners Advisor Solutions, LLC: 7,542 shares

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

  4. period ended2025-09-30
    13F 425,396 shares
    Change vs previous 13F +36,599 shares

    0.03% of the 13F portfolio, value $24,470,279.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 420,726 shares
    • Focus Partners Advisor Solutions, LLC: 4,670 shares

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

  5. period ended2025-06-30
    13F 388,797 shares
    Change vs previous 13F +75,580 shares

    0.04% of the 13F portfolio, value $21,150,536.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 382,228 shares
    • Focus Partners Advisor Solutions, LLC: 6,569 shares

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

  6. period ended2025-03-31
    13F/A 313,217 shares
    Change vs previous 13F +39,042 shares

    0.03% of the 13F portfolio, value $16,218,463.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 303,851 shares
    • Focus Partners Advisor Solutions, LLC: 9,366 shares

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

  7. period ended2024-12-31
    13F/A 274,175 shares
    Change vs previous 13F +141,816 shares

    0.04% of the 13F portfolio, value $15,499,489.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 132,359 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,270,526.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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