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Paradigm, Strategies in Wealth Management, LLC: JEPI position timeline

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

Paradigm, Strategies in Wealth Management, LLC held 24,250 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,250 shares
    Change vs previous 13F +7 shares

    0.87% of the 13F portfolio, value $1,363,311.

    13F-HR 0001172661-26-004563 filed by Paradigm, Strategies in Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,243 shares
    Change vs previous 13F +591 shares

    0.83% of the 13F portfolio, value $1,369,266.

    13F-HR 0001172661-26-002719 filed by Paradigm, Strategies in 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 ended2026-03-31
    13F 23,652 shares
    Change vs previous 13F -139 shares

    0.91% of the 13F portfolio, value $1,340,589.

    13F-HR 0001172661-26-001615 filed by Paradigm, Strategies in 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 ended2025-12-31
    13F 23,791 shares
    Change vs previous 13F +38 shares

    0.89% of the 13F portfolio, value $1,361,816.

    13F-HR 0001172661-26-000261 filed by Paradigm, Strategies in 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 ended2025-09-30
    13F 23,753 shares
    Change vs previous 13F -1,950 shares

    0.87% of the 13F portfolio, value $1,356,272.

    13F-HR 0001172661-25-004379 filed by Paradigm, Strategies in 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 ended2025-06-30
    13F 25,703 shares
    Change vs previous 13F +2,414 shares

    0.96% of the 13F portfolio, value $1,461,238.

    13F-HR 0001172661-25-002852 filed by Paradigm, Strategies in 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 ended2025-03-31
    13F 23,289 shares
    Change vs previous 13F +3,817 shares

    0.9% of the 13F portfolio, value $1,330,722.

    13F-HR 0001172661-25-001600 filed by Paradigm, Strategies in 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 ended2024-12-31
    13F 19,472 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,120,200.

    13F-HR 0001172661-25-000186 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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