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Echo Wealth Management, LLC: JPIE position timeline

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

Echo Wealth Management, LLC held 466,277 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 466,277 shares
    Change vs previous 13F +24,649 shares

    10.96% of the 13F portfolio, value $21,472,060.

    13F-HR 0001398344-26-012617 filed by Echo 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 441,628 shares
    Change vs previous 13F +23,924 shares

    11.71% of the 13F portfolio, value $20,345,809.

    13F-HR 0001398344-26-006803 filed by Echo 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 417,704 shares
    Change vs previous 13F -86,503 shares

    11.29% of the 13F portfolio, value $19,335,539.

    13F-HR 0001398344-26-001002 filed by Echo 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 504,207 shares
    Change vs previous 13F +14,228 shares

    13.66% of the 13F portfolio, value $23,400,260.

    13F-HR 0001398344-25-019534 filed by Echo 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 489,979 shares
    Change vs previous 13F +15,384 shares

    13.91% of the 13F portfolio, value $22,695,815.

    13F-HR 0001398344-25-013461 filed by Echo 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 474,595 shares
    Change vs previous 13F +34,534 shares

    14.77% of the 13F portfolio, value $21,864,586.

    13F-HR 0001398344-25-007422 filed by Echo 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 440,061 shares
    Change vs previous 13F +5,719 shares

    13.87% of the 13F portfolio, value $20,075,573.

    13F-HR 0001398344-25-000865 filed by Echo 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 434,342 shares
    Change vs previous 13F not available

    13.95% of the 13F portfolio, value $19,949,326.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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