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PRINCIPAL FINANCIAL GROUP INC: JEPQ position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 111,963 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,963 shares
    Change vs previous 13F +17,675 shares

    0.08% of the 13F portfolio, value $6,881,267.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, 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 94,288 shares
    Change vs previous 13F +11,128 shares

    0.08% of the 13F portfolio, value $5,234,871.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, 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 83,160 shares
    Change vs previous 13F +12,491 shares

    0.07% of the 13F portfolio, value $4,833,243.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, 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 70,669 shares
    Change vs previous 13F -82,053 shares

    0.07% of the 13F portfolio, value $4,064,874.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, 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 152,722 shares
    Change vs previous 13F +41,715 shares

    0.16% of the 13F portfolio, value $8,308,079.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, 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 111,007 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $6,258,584.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, 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 111,007 shares
    Change vs previous 13F +81,959 shares

    0.14% of the 13F portfolio, value $6,258,584.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, 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 29,048 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,595,614.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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