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Focused Wealth Management, Inc: JEPI position timeline

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

Focused Wealth Management, Inc held 98,934 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 98,934 shares
    Change vs previous 13F +827 shares

    0.49% of the 13F portfolio, value $5,587,813.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 98,107 shares
    Change vs previous 13F -1,066 shares

    0.58% of the 13F portfolio, value $5,560,730.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 99,173 shares
    Change vs previous 13F +10,455 shares

    0.6% of the 13F portfolio, value $5,676,671.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 88,718 shares
    Change vs previous 13F +1,045 shares

    0.55% of the 13F portfolio, value $5,065,826.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 87,673 shares
    Change vs previous 13F +13 shares

    0.61% of the 13F portfolio, value $4,984,228.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 87,660 shares
    Change vs previous 13F +3,234 shares

    0.68% of the 13F portfolio, value $5,008,876.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 84,426 shares
    Change vs previous 13F +10,727 shares

    0.66% of the 13F portfolio, value $4,857,018.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 73,699 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,385,832.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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