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AE Wealth Management LLC: JEPI position timeline

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

AE Wealth Management LLC held 195,686 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,686 shares
    Change vs previous 13F -109,046 shares

    0.05% of the 13F portfolio, value $11,052,351.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 304,732 shares
    Change vs previous 13F +61,000 shares

    0.09% of the 13F portfolio, value $17,272,237.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 243,732 shares
    Change vs previous 13F +65,319 shares

    0.08% of the 13F portfolio, value $13,951,209.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 178,413 shares
    Change vs previous 13F +13,030 shares

    0.06% of the 13F portfolio, value $10,187,374.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 165,383 shares
    Change vs previous 13F -17,494 shares

    0.07% of the 13F portfolio, value $9,401,949.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 182,877 shares
    Change vs previous 13F -31,887 shares

    0.09% of the 13F portfolio, value $10,449,533.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 214,764 shares
    Change vs previous 13F -14,531 shares

    0.1% of the 13F portfolio, value $12,355,377.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 229,295 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,645,372.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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