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John A. Wolfe & Associates, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John A. Wolfe & Associates, Inc. on JEPI, newest first. How the timeline and the estimate are built.

John A. Wolfe & Associates, Inc. held 234,023 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,023 shares
    Change vs previous 13F +26,615 shares

    18.21% of the 13F portfolio, value $13,217,650.

    13F-HR 0002118722-26-000007 filed by John A. Wolfe & Associates, 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 207,408 shares
    Change vs previous 13F +12,882 shares

    18.05% of the 13F portfolio, value $11,755,890.

    13F-HR 0002118722-26-000004 filed by John A. Wolfe & Associates, 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 194,526 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $11,134,688.

    13F-HR 0002118722-26-000002 filed by John A. Wolfe & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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