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Disclosery

Atlas Private Wealth Advisors: JEPI position timeline

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

Atlas Private Wealth Advisors held 14,019 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,019 shares
    Change vs previous 13F -1,271 shares

    0.17% of the 13F portfolio, value $791,789.

    13F-HR 0001814234-26-000005 filed by Atlas Private Wealth Advisors
    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 15,290 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $866,638.

    13F-HR 0001814234-26-000003 filed by Atlas Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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