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Executive Wealth Management, LLC: JEPI position timeline

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

Executive Wealth Management, LLC held 101,656 JEPI shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 101,656 shares
    Change vs previous 13F +1,590 shares

    0.46% of the 13F portfolio, value $5,848,270.

    13F-HR 0001964047-25-000002 filed by Executive 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 ended2024-09-30
    13F/A 100,066 shares
    Change vs previous 13F +8,233 shares

    0.47% of the 13F portfolio, value $5,954,903.

    13F-HR/A 0001542611-24-000007 filed by Executive 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 ended2024-06-30
    13F/A 91,833 shares
    Change vs previous 13F +19,449 shares

    0.95% of the 13F portfolio, value $5,205,112.

    13F-HR/A 0001815355-24-000013 filed by Executive 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 ended2024-03-31
    13F 72,384 shares
    Change vs previous 13F +1,530 shares

    0.36% of the 13F portfolio, value $4,145,421.

    13F-HR 0001542611-24-000004 filed by Executive 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 ended2023-12-31
    13F 70,854 shares
    Change vs previous 13F +12,918 shares

    0.37% of the 13F portfolio, value $3,895,561.

    13F-HR 0001542611-24-000001 filed by Executive 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 ended2023-09-30
    13F 57,936 shares
    Change vs previous 13F +8,795 shares

    0.32% of the 13F portfolio, value $3,103,098.

    13F-HR 0001542611-23-000009 filed by Executive 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 ended2023-06-30
    13F 49,141 shares
    Change vs previous 13F +7,522 shares

    0.28% of the 13F portfolio, value $2,718,979.

    13F-HR 0001542611-23-000006 filed by Executive 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 ended2023-03-31
    13F/A 41,619 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,272,422.

    13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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