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Disclosery

EPG Wealth Management LLC: JEPI position timeline

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

EPG Wealth Management LLC held 6,825 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 6,825 shares
    Change vs previous 13F +542 shares

    0.09% of the 13F portfolio, value $385,477.

    13F-HR 0001398344-26-012859 filed by EPG 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 6,283 shares
    Change vs previous 13F +217 shares

    0.1% of the 13F portfolio, value $356,139.

    13F-HR 0001398344-26-008638 filed by EPG 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 6,066 shares
    Change vs previous 13F +209 shares

    0.09% of the 13F portfolio, value $347,219.

    13F-HR 0001398344-26-001448 filed by EPG 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 5,857 shares
    Change vs previous 13F +331 shares

    0.09% of the 13F portfolio, value $334,443.

    13F-HR 0001398344-25-020156 filed by EPG 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 5,526 shares
    Change vs previous 13F -1,659 shares

    0.09% of the 13F portfolio, value $314,131.

    13F-HR 0001398344-25-014488 filed by EPG 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 7,185 shares
    Change vs previous 13F -2,029 shares

    0.11% of the 13F portfolio, value $410,559.

    13F-HR 0001398344-25-009249 filed by EPG 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 9,214 shares
    Change vs previous 13F -1,218 shares

    0.14% of the 13F portfolio, value $530,026.

    13F-HR 0001398344-25-002786 filed by EPG 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 10,432 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $620,842.

    13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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