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Disclosery

Marion Wealth Management: JEPI position timeline

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

Marion Wealth Management held 15,366 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,366 shares
    Change vs previous 13F -922 shares

    0.18% of the 13F portfolio, value $867,872.

    13F-HR 0001911097-26-000003 filed by Marion 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 16,288 shares
    Change vs previous 13F -910 shares

    0.2% of the 13F portfolio, value $923,204.

    13F-HR 0001911097-26-000002 filed by Marion 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 17,198 shares
    Change vs previous 13F -1,075 shares

    0.22% of the 13F portfolio, value $1,004,019.

    13F-HR 0001911097-26-000001 filed by Marion Wealth Management
    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 18,273 shares
    Change vs previous 13F +260 shares

    0.25% of the 13F portfolio, value $1,043,388.

    13F-HR 0001911097-25-000006 filed by Marion Wealth Management
    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 18,013 shares
    Change vs previous 13F -1,294 shares

    0.26% of the 13F portfolio, value $1,024,039.

    13F-HR 0001911097-25-000004 filed by Marion Wealth Management
    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 19,307 shares
    Change vs previous 13F +684 shares

    0.29% of the 13F portfolio, value $1,103,211.

    13F-HR 0001911097-25-000002 filed by Marion Wealth Management
    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 18,623 shares
    Change vs previous 13F +302 shares

    0.28% of the 13F portfolio, value $1,071,374.

    13F-HR 0001911097-25-000001 filed by Marion Wealth Management
    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 18,321 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,090,270.

    13F-HR 0001911097-24-000005 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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