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B. Riley Wealth Advisors, Inc.: JEPI position timeline

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

B. Riley Wealth Advisors, Inc. held 107,896 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 107,896 shares
    Change vs previous 13F +26,153 shares

    0.24% of the 13F portfolio, value $6,065,923.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 81,743 shares
    Change vs previous 13F +23,166 shares

    0.25% of the 13F portfolio, value $4,613,548.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    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 58,577 shares
    Change vs previous 13F -6,980 shares

    0.21% of the 13F portfolio, value $3,259,826.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    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 65,557 shares
    Change vs previous 13F -2,934 shares

    0.18% of the 13F portfolio, value $3,752,606.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 68,491 shares
    Change vs previous 13F +25,645 shares

    0.19% of the 13F portfolio, value $3,910,840.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,846 shares
    Change vs previous 13F -277,151 shares

    0.12% of the 13F portfolio, value $2,435,829.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 319,997 shares
    Change vs previous 13F -20,396 shares

    0.56% of the 13F portfolio, value $18,284,651.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 340,393 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $19,717,153.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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