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Wealthcare Advisory Partners LLC: JEPQ position timeline

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

Wealthcare Advisory Partners LLC held 132,470 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,470 shares
    Change vs previous 13F +4,335 shares

    0.15% of the 13F portfolio, value $8,141,634.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    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 128,135 shares
    Change vs previous 13F -1,766 shares

    0.14% of the 13F portfolio, value $7,114,069.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    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 129,901 shares
    Change vs previous 13F +5,705 shares

    0.15% of the 13F portfolio, value $7,549,854.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    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 124,196 shares
    Change vs previous 13F +3,701 shares

    0.15% of the 13F portfolio, value $7,143,744.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    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 120,495 shares
    Change vs previous 13F +16,194 shares

    0.15% of the 13F portfolio, value $6,554,955.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    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 104,301 shares
    Change vs previous 13F +15,600 shares

    0.14% of the 13F portfolio, value $5,400,714.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    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 88,701 shares
    Change vs previous 13F +21,985 shares

    0.14% of the 13F portfolio, value $5,000,939.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    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 66,716 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,664,719.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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