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Disclosery

Ducere Wealth Management LLC: JEPI position timeline

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

Ducere Wealth Management LLC held 58,465 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,465 shares
    Change vs previous 13F -6,370 shares

    0.99% of the 13F portfolio, value $3,302,116.

    13F-HR 0001951757-26-001072 filed by Ducere 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 64,835 shares
    Change vs previous 13F -5,300 shares

    1.46% of the 13F portfolio, value $3,674,845.

    13F-HR 0002083656-26-000004 filed by Ducere 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/A 70,135 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $4,014,533.

    13F-HR/A 0002083656-26-000006 filed by Ducere Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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