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Institute for Wealth Management, LLC.: JEPI position timeline

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

Institute for Wealth Management, LLC. held 6,244 JEPI 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 6,244 shares
    Change vs previous 13F -20,867 shares

    0.03% of the 13F portfolio, value $352,659.

    13F-HR 0001754960-26-000654 filed by Institute for 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 27,111 shares
    Change vs previous 13F +1,818 shares

    0.16% of the 13F portfolio, value $1,536,665.

    13F-HR 0001754960-26-000382 filed by Institute for 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 25,293 shares
    Change vs previous 13F +302 shares

    0.15% of the 13F portfolio, value $1,447,759.

    13F-HR 0002085853-26-000093 filed by Institute for 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 24,991 shares
    Change vs previous 13F -643 shares

    0.15% of the 13F portfolio, value $1,426,975.

    13F-HR 0002085853-25-000109 filed by Institute for 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 25,634 shares
    Change vs previous 13F +909 shares

    0.16% of the 13F portfolio, value $1,457,306.

    13F-HR 0001667731-25-000874 filed by Institute for 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 24,725 shares
    Change vs previous 13F +165 shares

    0.18% of the 13F portfolio, value $1,412,798.

    13F-HR 0001667731-25-000461 filed by Institute for 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 24,560 shares
    Change vs previous 13F +1,243 shares

    0.18% of the 13F portfolio, value $1,412,927.

    13F-HR 0001667731-25-000105 filed by Institute for 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 ended2024-09-30
    13F 23,317 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,387,592.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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