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Atria Wealth Solutions, Inc.: JEPI position timeline

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

Atria Wealth Solutions, Inc. held 507,452 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 507,452 shares
    Change vs previous 13F -853,327 shares

    0.65% of the 13F portfolio, value $28,857,135.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,360,779 shares
    Change vs previous 13F +99,622 shares

    0.94% of the 13F portfolio, value $77,754,971.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,261,157 shares
    Change vs previous 13F +118,194 shares

    0.8% of the 13F portfolio, value $72,710,008.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 1,142,963 shares
    Change vs previous 13F +21,442 shares

    0.74% of the 13F portfolio, value $68,017,671.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,121,521 shares
    Change vs previous 13F +292,802 shares

    0.7% of the 13F portfolio, value $63,567,802.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 828,719 shares
    Change vs previous 13F +132,289 shares

    0.54% of the 13F portfolio, value $47,949,699.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 696,430 shares
    Change vs previous 13F +21,947 shares

    0.48% of the 13F portfolio, value $38,411,130.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 674,483 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $36,125,341.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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