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Disclosery

Mattern Wealth Management LLC: JEPI position timeline

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

Mattern Wealth Management LLC held 7,000 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,000 shares
    Change vs previous 13F -2,954 shares

    0.06% of the 13F portfolio, value $395,360.

    13F-HR 0001725547-26-000247 filed by Mattern 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 9,954 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $564,193.

    13F-HR 0001725547-26-000157 filed by Mattern 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 9,954 shares
    Change vs previous 13F +250 shares

    0.11% of the 13F portfolio, value $569,767.

    13F-HR 0001725547-26-000031 filed by Mattern 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 9,704 shares
    Change vs previous 13F -378 shares

    0.11% of the 13F portfolio, value $554,098.

    13F-HR 0001725547-25-004127 filed by Mattern 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 10,082 shares
    Change vs previous 13F +178 shares

    0.12% of the 13F portfolio, value $573,162.

    13F-HR 0001725547-25-003471 filed by Mattern 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 9,904 shares
    Change vs previous 13F +232 shares

    0.13% of the 13F portfolio, value $565,915.

    13F-HR 0001725547-25-001445 filed by Mattern 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 9,672 shares
    Change vs previous 13F +1,600 shares

    0.12% of the 13F portfolio, value $556,430.

    13F-HR 0001725547-25-000150 filed by Mattern 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 8,072 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $480,365.

    13F-HR 0001725547-24-005962 filed by Mattern Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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