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Ergawealth Advisors, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ergawealth Advisors, Inc. on JEPI, newest first. How the timeline and the estimate are built.

Ergawealth Advisors, Inc. held 44,255 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,255 shares
    Change vs previous 13F -17,760 shares

    0.97% of the 13F portfolio, value $2,499,537.

    13F-HR 0001951757-26-001147 filed by Ergawealth Advisors, Inc.
    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 62,015 shares
    Change vs previous 13F -12,895 shares

    1.55% of the 13F portfolio, value $3,515,018.

    13F-HR 0001951757-26-000738 filed by Ergawealth Advisors, Inc.
    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 74,910 shares
    Change vs previous 13F -108,196 shares

    1.97% of the 13F portfolio, value $4,287,838.

    13F-HR 0001951757-26-000268 filed by Ergawealth Advisors, Inc.
    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 183,106 shares
    Change vs previous 13F -84,843 shares

    4.87% of the 13F portfolio, value $10,455,369.

    13F-HR 0001951757-25-001176 filed by Ergawealth Advisors, Inc.
    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 267,949 shares
    Change vs previous 13F -15,164 shares

    6.85% of the 13F portfolio, value $15,232,912.

    13F-HR 0001951757-25-000901 filed by Ergawealth Advisors, Inc.
    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 283,113 shares
    Change vs previous 13F -14,763 shares

    8.02% of the 13F portfolio, value $16,177,079.

    13F-HR 0001951757-25-000404 filed by Ergawealth Advisors, Inc.
    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 297,876 shares
    Change vs previous 13F -8,973 shares

    8.47% of the 13F portfolio, value $17,136,784.

    13F-HR 0001951757-25-000183 filed by Ergawealth Advisors, Inc.
    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 306,849 shares
    Change vs previous 13F not available

    9.05% of the 13F portfolio, value $18,260,604.

    13F-HR 0001951757-24-001102 filed by Ergawealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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