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Athena Wealth Management, LLC: JEPI position timeline

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

Athena Wealth Management, LLC held 10,564 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,564 shares
    Change vs previous 13F -90 shares

    0.43% of the 13F portfolio, value $593,928.

    13F-HR 0001172661-26-004463 filed by Athena Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,654 shares
    Change vs previous 13F -1,382 shares

    0.45% of the 13F portfolio, value $601,727.

    13F-HR 0001172661-26-002714 filed by Athena 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 ended2026-03-31
    13F 12,036 shares
    Change vs previous 13F -2,796 shares

    0.56% of the 13F portfolio, value $682,228.

    13F-HR 0001172661-26-001507 filed by Athena 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 ended2025-12-31
    13F 14,832 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $848,999.

    13F-HR 0001172661-26-001506 filed by Athena Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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