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Integrated Wealth Management: JEPI position timeline

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

Integrated Wealth Management held 13,172 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,172 shares
    Change vs previous 13F +52 shares

    0.79% of the 13F portfolio, value $743,927.

    13F-HR 0002085853-26-000969 filed by Integrated Wealth Management
    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 13,120 shares
    Change vs previous 13F +208 shares

    0.85% of the 13F portfolio, value $743,616.

    13F-HR 0002085853-26-000463 filed by Integrated Wealth Management
    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 12,912 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $739,057.

    13F-HR 0002085853-26-000292 filed by Integrated Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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