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Dynasty Wealth Management, LLC: JEPI position timeline

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

Dynasty Wealth Management, LLC held 30,829 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,829 shares
    Change vs previous 13F +8,245 shares

    0.01% of the 13F portfolio, value $1,741,236.

    13F-HR 0001727599-26-000004 filed by Dynasty 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 22,584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,280,058.

    13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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