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GILPIN WEALTH MANAGEMENT, LLC: JEPI position timeline

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

GILPIN WEALTH MANAGEMENT, LLC held 16,087 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,087 shares
    Change vs previous 13F -297 shares

    0.61% of the 13F portfolio, value $904,412.

    13F-HR 0002058144-26-000008 filed by GILPIN WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,384 shares
    Change vs previous 13F -344 shares

    0.64% of the 13F portfolio, value $925,369.

    13F-HR 0002058144-26-000006 filed by GILPIN 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 ended2026-03-31
    13F 16,728 shares
    Change vs previous 13F -181 shares

    0.75% of the 13F portfolio, value $948,144.

    13F-HR 0002058144-26-000004 filed by GILPIN 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 ended2025-12-31
    13F 16,909 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $967,872.

    13F-HR 0002058144-26-000002 filed by GILPIN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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