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Disclosery

JONES FINANCIAL COMPANIES LLLP: JEPQ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,605,719 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,605,719 shares
    Change vs previous 13F +452,001 shares

    0.06% of the 13F portfolio, value $154,831,820.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    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 2,153,718 shares
    Change vs previous 13F +439,562 shares

    0.06% of the 13F portfolio, value $116,580,653.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    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 1,714,156 shares
    Change vs previous 13F +411,161 shares

    0.06% of the 13F portfolio, value $99,627,975.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    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 1,302,995 shares
    Change vs previous 13F +398,695 shares

    0.05% of the 13F portfolio, value $74,596,451.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    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 904,300 shares
    Change vs previous 13F +430,970 shares

    0.04% of the 13F portfolio, value $49,076,341.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    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/A 473,330 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $24,523,223.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

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