Skip to content
Disclosery

Campbell Deegan Wealth Management, LLC: JEPI position timeline

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

Campbell Deegan Wealth Management, LLC held 112,578 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,578 shares
    Change vs previous 13F +9,159 shares

    4.52% of the 13F portfolio, value $6,358,419.

    13F-HR 0001765380-26-000263 filed by Campbell Deegan 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 103,419 shares
    Change vs previous 13F +5,202 shares

    4.71% of the 13F portfolio, value $5,861,795.

    13F-HR 0001765380-26-000193 filed by Campbell Deegan 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 98,217 shares
    Change vs previous 13F +10,829 shares

    4.54% of the 13F portfolio, value $5,621,953.

    13F-HR 0001765380-26-000013 filed by Campbell Deegan 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 87,388 shares
    Change vs previous 13F +16,034 shares

    4.46% of the 13F portfolio, value $4,989,842.

    13F-HR 0001765380-25-000490 filed by Campbell Deegan 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 71,354 shares
    Change vs previous 13F +30,852 shares

    3.99% of the 13F portfolio, value $4,056,492.

    13F-HR 0001765380-25-000317 filed by Campbell Deegan 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 40,502 shares
    Change vs previous 13F +17,898 shares

    2.66% of the 13F portfolio, value $2,314,312.

    13F-HR 0001765380-25-000215 filed by Campbell Deegan 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 22,604 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,300,432.

    13F-HR 0001765380-25-000137 filed by Campbell Deegan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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