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Disclosery

Franklin Resources: JEPQ position timeline

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

Franklin Resources held 617,356 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 617,356 shares
    Change vs previous 13F +25,478 shares

    0.01% of the 13F portfolio, value $37,942,700.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    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 591,878 shares
    Change vs previous 13F +2,936 shares

    0.01% of the 13F portfolio, value $32,861,067.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    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 588,942 shares
    Change vs previous 13F -29,707 shares

    0.01% of the 13F portfolio, value $34,229,309.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    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 618,649 shares
    Change vs previous 13F -83,796 shares

    0.01% of the 13F portfolio, value $35,584,690.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    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 702,445 shares
    Change vs previous 13F +279,209 shares

    0.01% of the 13F portfolio, value $38,213,008.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    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 423,236 shares
    Change vs previous 13F +9,925 shares

    0.01% of the 13F portfolio, value $21,915,160.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    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 413,311 shares
    Change vs previous 13F +34,941 shares

    0.01% of the 13F portfolio, value $23,302,474.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    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/A 378,370 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,844,403.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

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