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Stephens Investment Management Group LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stephens Investment Management Group LLC on JEPQ, newest first. How the timeline and the estimate are built.

Stephens Investment Management Group LLC held 154,910 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,910 shares
    Change vs previous 13F +10,076 shares

    0.11% of the 13F portfolio, value $9,520,775.

    13F-HR 0000757657-26-000017 filed by STEPHENS INC /AR/
    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 144,834 shares
    Change vs previous 13F -2,404 shares

    0.1% of the 13F portfolio, value $8,041,179.

    13F-HR 0000757657-26-000013 filed by STEPHENS INC /AR/
    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 147,238 shares
    Change vs previous 13F -3,969 shares

    0.11% of the 13F portfolio, value $8,557,495.

    13F-HR 0000757657-26-000003 filed by STEPHENS INC /AR/
    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 151,207 shares
    Change vs previous 13F -8,351 shares

    0.11% of the 13F portfolio, value $8,697,447.

    13F-HR 0000757657-25-000022 filed by STEPHENS INC /AR/
    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 159,558 shares
    Change vs previous 13F +17,630 shares

    0.12% of the 13F portfolio, value $8,679,934.

    13F-HR 0000757657-25-000019 filed by STEPHENS INC /AR/
    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 141,928 shares
    Change vs previous 13F +1,059 shares

    0.11% of the 13F portfolio, value $7,349,035.

    13F-HR 0000757657-25-000012 filed by STEPHENS INC /AR/
    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 140,869 shares
    Change vs previous 13F +13,560 shares

    0.11% of the 13F portfolio, value $7,942,183.

    13F-HR 0000757657-25-000004 filed by STEPHENS INC /AR/
    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 127,309 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,993,065.

    13F-HR 0001314440-24-000016 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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