Successful Portfolios LLC JEQ — ABRDN JAPAN EQUITY FUND INC

Ownership history in Successful Portfolios LLC  ·  8 quarters on record

AI Ownership Summary

Successful Portfolios LLC reported ABRDN JAPAN EQUITY FUND INC (JEQ) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.41% in 2025 Q2. The latest visible filing shows JEQ at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Successful Portfolios LLC's position in ABRDN JAPAN EQUITY FUND INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JEQ was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JEQ stock page Successful Portfolios LLC fund profile Successful Portfolios LLC full holdings
How Successful Portfolios LLC held JEQ — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 88,467 — 0% 0.41% $697K 2025-10-15 —
2025 Q2 UNCHANGED — — — 88,467 — 0% 0.41% $667K 2025-07-21 —
2025 Q1 ADDED — — — 88,467 +3,189 +3.7% 0.39% $575K 2025-04-11 —
2024 Q4 REDUCED — — — 85,278 -396 -0.5% 0.33% $490K 2025-01-16 —
2024 Q3 ADDED — — — 85,674 +3,271 +4.0% 0.36% $535K 2024-10-09 —
2024 Q2 REDUCED — — — 82,403 -70 -0.1% 0.34% $484K 2024-07-12 —
2024 Q1 ADDED — — — 82,473 +2,709 +3.4% 0.35% $514K 2024-04-18 —
2023 Q4 INITIATED — — — 79,764 — — 0.34% $458K 2024-01-18 —

🏢 Other funds also holding JEQ

As of 2025 Q3 — sorted by position size

ABSOLUTE INVESTMENT ADVISERS, LLC 1.07% Almitas Capital LLC 3Y 7Y 0.9% Quarry LP 3Y 0.69% 1607 Capital Partners, LLC 3Y 7Y 0.51% Yakira Capital Management, Inc. 3Y 7Y 0.22% Saba Capital Management, L.P. 3Y 7Y 0.12% Shaker Financial Services, LLC 3Y 7Y 0.07% CSS LLC/IL 3Y 7Y 0.02% Allspring Global Investments Holdings, LLC 3Y 0.01% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.01%

FAQ About Successful Portfolios LLC and JEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Successful Portfolios LLC reported owning JEQ?

Successful Portfolios LLC reported JEQ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported JEQ position in Successful Portfolios LLC's portfolio?

The largest reported portfolio weight for JEQ was 0.41% in 2025 Q2.

What is the latest reported JEQ position on this page?

The most recent filing on this page is 2025 Q3, when Successful Portfolios LLC reported 88,467 shares, equal to 0.41% of portfolio, with an estimated market value of $697K.

What does the chart on this JEQ ownership page compare?

The chart compares Successful Portfolios LLC's quarterly JEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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