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Aprio Wealth Management, LLC: JEPI position timeline

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

Aprio Wealth Management, LLC held 139,896 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,896 shares
    Change vs previous 13F +7,567 shares

    0.39% of the 13F portfolio, value $7,901,299.

    13F-HR 0001398344-26-012645 filed by Aprio 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 132,329 shares
    Change vs previous 13F +8,125 shares

    0.41% of the 13F portfolio, value $7,500,397.

    13F-HR 0001398344-26-008933 filed by Aprio 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 124,204 shares
    Change vs previous 13F +1,912 shares

    0.41% of the 13F portfolio, value $7,109,419.

    13F-HR 0001803519-26-000001 filed by Aprio 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 122,292 shares
    Change vs previous 13F +1,134 shares

    0.69% of the 13F portfolio, value $6,982,867.

    13F-HR 0001803519-25-000006 filed by Aprio 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 121,158 shares
    Change vs previous 13F -7,080 shares

    0.78% of the 13F portfolio, value $6,887,826.

    13F-HR 0001803519-25-000004 filed by Aprio 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 128,238 shares
    Change vs previous 13F +7,152 shares

    0.92% of the 13F portfolio, value $7,327,539.

    13F-HR 0001803519-25-000003 filed by Aprio 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 121,086 shares
    Change vs previous 13F +10,983 shares

    1.02% of the 13F portfolio, value $6,966,072.

    13F-HR 0001472800-25-000002 filed by Aprio 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 110,103 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $6,552,213.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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