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Brown Miller Wealth Management, LLC: JEPI position timeline

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

Brown Miller Wealth Management, LLC held 24,079 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,079 shares
    Change vs previous 13F +852 shares

    0.34% of the 13F portfolio, value $1,360,010.

    13F-HR 0001840084-26-000004 filed by Brown Miller 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 23,227 shares
    Change vs previous 13F +2,058 shares

    0.37% of the 13F portfolio, value $1,316,535.

    13F-HR 0001840084-26-000002 filed by Brown Miller 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 21,169 shares
    Change vs previous 13F +379 shares

    0.33% of the 13F portfolio, value $1,211,690.

    13F-HR 0001840084-26-000001 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,790 shares
    Change vs previous 13F +4,907 shares

    0.34% of the 13F portfolio, value $1,187,112.

    13F-HR 0001840084-25-000015 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,883 shares
    Change vs previous 13F +919 shares

    0.28% of the 13F portfolio, value $902,956.

    13F-HR 0001840084-25-000013 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 14,964 shares
    Change vs previous 13F +2,585 shares

    0.3% of the 13F portfolio, value $855,027.

    13F-HR 0001840084-25-000010 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,379 shares
    Change vs previous 13F +2,303 shares

    0.27% of the 13F portfolio, value $712,192.

    13F-HR 0001840084-25-000001 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 10,076 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $599,660.

    13F-HR/A 0001840084-25-000002 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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