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LJI Wealth Management, LLC: JEPI position timeline

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

LJI Wealth Management, LLC held 50,146 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,146 shares
    Change vs previous 13F +10,314 shares

    0.4% of the 13F portfolio, value $2,832,249.

    13F-HR 0001104659-26-089144 filed by LJI 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 39,832 shares
    Change vs previous 13F +8,566 shares

    0.36% of the 13F portfolio, value $2,257,657.

    13F-HR 0002085853-26-000559 filed by LJI 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 31,266 shares
    Change vs previous 13F +9,023 shares

    0.27% of the 13F portfolio, value $1,789,691.

    13F-HR 0002085853-26-000182 filed by LJI 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 22,243 shares
    Change vs previous 13F -2,000 shares

    0.22% of the 13F portfolio, value $1,270,102.

    13F-HR 0002085853-25-000182 filed by LJI 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 24,243 shares
    Change vs previous 13F +5,256 shares

    0.24% of the 13F portfolio, value $1,378,195.

    13F-HR 0001667731-25-001020 filed by LJI 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 18,987 shares
    Change vs previous 13F +3,480 shares

    0.22% of the 13F portfolio, value $1,084,907.

    13F-HR 0001667731-25-000572 filed by LJI 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 15,507 shares
    Change vs previous 13F -13,363 shares

    0.18% of the 13F portfolio, value $892,099.

    13F-HR 0001667731-25-000145 filed by LJI 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 28,870 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,718,031.

    13F-HR 0001988563-24-000008 filed by LJI Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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