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Disclosery

NewEdge Wealth, LLC: JEPI position timeline

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

NewEdge Wealth, LLC held 87,032 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,032 shares
    Change vs previous 13F +11,808 shares

    0.05% of the 13F portfolio, value $4,915,595.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 75,224 shares
    Change vs previous 13F +7,782 shares

    0.05% of the 13F portfolio, value $4,263,680.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 67,442 shares
    Change vs previous 13F +6,807 shares

    0.04% of the 13F portfolio, value $3,860,363.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 60,635 shares
    Change vs previous 13F +6,170 shares

    0.05% of the 13F portfolio, value $3,424,065.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 54,465 shares
    Change vs previous 13F -22,229 shares

    0.05% of the 13F portfolio, value $3,044,610.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 76,694 shares
    Change vs previous 13F -33,270 shares

    0.08% of the 13F portfolio, value $4,382,309.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 109,964 shares
    Change vs previous 13F +1,378 shares

    0.11% of the 13F portfolio, value $6,326,215.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 108,586 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,461,940.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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