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Disclosery

BIP Wealth, LLC: JEPI position timeline

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

BIP Wealth, LLC held 15,146 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,146 shares
    Change vs previous 13F -1,087 shares

    0.02% of the 13F portfolio, value $855,421.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 16,233 shares
    Change vs previous 13F -16,509 shares

    0.04% of the 13F portfolio, value $920,097.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 32,742 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,874,169.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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