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Aureum Wealth Management, LLC: JEPI position timeline

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

Aureum Wealth Management, LLC held 117,157 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,157 shares
    Change vs previous 13F +5,168 shares

    4.1% of the 13F portfolio, value $6,617,012.

    13F-HR 0002093444-26-000003 filed by Aureum 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 111,989 shares
    Change vs previous 13F +28,419 shares

    4.42% of the 13F portfolio, value $6,347,545.

    13F-HR 0002093444-26-000002 filed by Aureum 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 83,570 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $4,783,547.

    13F-HR 0002093444-26-000001 filed by Aureum Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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