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American Money Management, LLC: JEPI position timeline

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

American Money Management, LLC held 9,661 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,661 shares
    Change vs previous 13F -528 shares

    0.08% of the 13F portfolio, value $545,653.

    13F-HR 0001162044-26-000691 filed by American Money 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 10,189 shares
    Change vs previous 13F -32 shares

    0.09% of the 13F portfolio, value $577,513.

    13F-HR 0001162044-26-000436 filed by American Money 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 10,221 shares
    Change vs previous 13F +368 shares

    0.09% of the 13F portfolio, value $585,050.

    13F-HR 0001162044-26-000132 filed by American Money 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 9,853 shares
    Change vs previous 13F -515 shares

    0.09% of the 13F portfolio, value $562,606.

    13F-HR 0001162044-25-001154 filed by American Money 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 10,368 shares
    Change vs previous 13F -502 shares

    0.1% of the 13F portfolio, value $589,421.

    13F-HR 0001162044-25-000811 filed by American Money 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 10,870 shares
    Change vs previous 13F -1,208 shares

    0.12% of the 13F portfolio, value $621,112.

    13F-HR 0001162044-25-000499 filed by American Money 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 12,078 shares
    Change vs previous 13F +949 shares

    0.14% of the 13F portfolio, value $694,847.

    13F-HR 0001162044-25-000136 filed by American Money 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 11,129 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $662,287.

    13F-HR 0001162044-24-001231 filed by American Money Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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