Skip to content
Disclosery

Aurora Private Wealth, Inc.: JEPI position timeline

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

Aurora Private Wealth, Inc. held 20,221 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,221 shares
    Change vs previous 13F -787 shares

    0.85% of the 13F portfolio, value $1,150,000.

    13F-HR 0001802132-25-000004 filed by Aurora Private Wealth, 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/A 21,008 shares
    Change vs previous 13F -1,301 shares

    0.96% of the 13F portfolio, value $1,200,000.

    13F-HR/A 0001802132-25-000003 filed by Aurora Private Wealth, 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 22,309 shares
    Change vs previous 13F -4,166 shares

    0.96% of the 13F portfolio, value $1,283,000.

    13F-HR 0001802132-25-000001 filed by Aurora Private Wealth, 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 26,475 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,576,000.

    13F-HR 0001802132-24-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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