NWAM LLC: JEPI position timeline

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

NWAM LLC held 8,168 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 8,168 shares
Change vs previous 13F +4,169 shares
0.02% of the 13F portfolio, value $461,340.
13F-HR 0001655006-26-000005 filed by NWAM LLC
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,999 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $226,675.
13F-HR 0001655006-26-000004 filed by NWAM LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).