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Kingsview Wealth Management, LLC: JEPI position timeline

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

Kingsview Wealth Management, LLC held 247,393 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,393 shares
    Change vs previous 13F +1,785 shares

    0.17% of the 13F portfolio, value $13,972,773.

    13F-HR 0001791965-26-000005 filed by Kingsview 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 245,608 shares
    Change vs previous 13F +11,728 shares

    0.19% of the 13F portfolio, value $13,921,089.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 233,880 shares
    Change vs previous 13F -123,104 shares

    0.19% of the 13F portfolio, value $13,387,283.

    13F-HR 0001791965-26-000001 filed by Kingsview 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 356,984 shares
    Change vs previous 13F +358 shares

    0.31% of the 13F portfolio, value $20,383,767.

    13F-HR 0001791965-25-000007 filed by Kingsview 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 356,626 shares
    Change vs previous 13F +54,823 shares

    0.34% of the 13F portfolio, value $20,274,196.

    13F-HR 0001791965-25-000005 filed by Kingsview 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 301,803 shares
    Change vs previous 13F +83,807 shares

    0.32% of the 13F portfolio, value $17,244,996.

    13F-HR 0001791965-25-000004 filed by Kingsview 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 217,996 shares
    Change vs previous 13F +23,020 shares

    0.24% of the 13F portfolio, value $12,541,314.

    13F-HR 0001791965-25-000001 filed by Kingsview 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 194,976 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $11,602,994.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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