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EPG Wealth Management LLC: JPIE position timeline

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

EPG Wealth Management LLC held 145,507 JPIE 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 145,507 shares
    Change vs previous 13F +11,849 shares

    1.61% of the 13F portfolio, value $6,700,607.

    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 133,658 shares
    Change vs previous 13F +7,072 shares

    1.67% of the 13F portfolio, value $6,157,606.

    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 126,586 shares
    Change vs previous 13F +11,577 shares

    1.58% of the 13F portfolio, value $5,859,683.

    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 115,009 shares
    Change vs previous 13F +66,384 shares

    1.47% of the 13F portfolio, value $5,337,571.

    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 48,625 shares
    Change vs previous 13F +879 shares

    0.68% of the 13F portfolio, value $2,252,328.

    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 47,746 shares
    Change vs previous 13F +46,446 shares

    0.61% of the 13F portfolio, value $2,199,663.

    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 1,300 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $59,306.

    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).