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RAYMOND JAMES FINANCIAL INC: JEPQ position timeline

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

RAYMOND JAMES FINANCIAL INC held 4,410,368 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 4,410,368 shares
    Change vs previous 13F +136,701 shares

    0.07% of the 13F portfolio, value $271,061,229.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL 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 4,273,667 shares
    Change vs previous 13F +336,267 shares

    0.07% of the 13F portfolio, value $237,273,973.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL 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 3,937,400 shares
    Change vs previous 13F +6,450 shares

    0.07% of the 13F portfolio, value $228,841,713.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL 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 3,930,950 shares
    Change vs previous 13F +17,428 shares

    0.07% of the 13F portfolio, value $226,108,229.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL 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 3,913,522 shares
    Change vs previous 13F +94,985 shares

    0.07% of the 13F portfolio, value $212,895,604.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL 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 3,818,537 shares
    Change vs previous 13F +720,369 shares

    0.07% of the 13F portfolio, value $197,723,840.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL 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/A 3,098,168 shares
    Change vs previous 13F +1,409,376 shares

    0.06% of the 13F portfolio, value $174,674,709.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL 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 1,688,792 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $92,765,342.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 23,185 shares
    • Raymond James Financial Services Advisors, Inc.: 1,665,607 shares

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