Skip to content
Disclosery

Madison Wealth Partners, Inc: JEPI position timeline

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

Madison Wealth Partners, Inc held 19,971 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,971 shares
    Change vs previous 13F +4,267 shares

    0.14% of the 13F portfolio, value $1,127,973.

    13F-HR 0001104659-26-094666 filed by Madison Wealth Partners, 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 15,704 shares
    Change vs previous 13F +3,452 shares

    0.14% of the 13F portfolio, value $890,107.

    13F-HR 0001104659-26-052362 filed by Madison Wealth Partners, 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 12,252 shares
    Change vs previous 13F -605 shares

    0.13% of the 13F portfolio, value $701,330.

    13F-HR 0001104659-26-012404 filed by Madison Wealth Partners, Inc
    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 12,857 shares
    Change vs previous 13F +477 shares

    0.15% of the 13F portfolio, value $734,139.

    13F-HR 0001104659-25-109982 filed by Madison Wealth Partners, Inc
    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 12,380 shares
    Change vs previous 13F +513 shares

    0.15% of the 13F portfolio, value $703,778.

    13F-HR 0001951757-25-000996 filed by Madison Wealth Partners, Inc
    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 11,867 shares
    Change vs previous 13F +2,427 shares

    0.17% of the 13F portfolio, value $678,092.

    13F-HR 0001951757-25-000413 filed by Madison Wealth Partners, Inc
    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 9,440 shares
    Change vs previous 13F +5,267 shares

    0.15% of the 13F portfolio, value $543,092.

    13F-HR 0001951757-25-000215 filed by Madison Wealth Partners, Inc
    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 4,173 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $248,312.

    13F-HR 0001951757-24-001116 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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