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POWER WEALTH MANAGEMENT LLC: JEPI position timeline

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

POWER WEALTH MANAGEMENT LLC held 198,717 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,717 shares
    Change vs previous 13F +4,455 shares

    3.86% of the 13F portfolio, value $11,223,563.

    13F-HR 0001398344-26-013305 filed by POWER 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 194,262 shares
    Change vs previous 13F +5,162 shares

    4.1% of the 13F portfolio, value $11,010,771.

    13F-HR 0001398344-26-009136 filed by POWER 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 189,100 shares
    Change vs previous 13F +3,258 shares

    3.81% of the 13F portfolio, value $10,824,067.

    13F-HR 0001398344-26-003201 filed by POWER 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 185,842 shares
    Change vs previous 13F +12,475 shares

    3.86% of the 13F portfolio, value $10,611,597.

    13F-HR 0001398344-25-020696 filed by POWER 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 173,367 shares
    Change vs previous 13F +2,182 shares

    3.79% of the 13F portfolio, value $9,855,914.

    13F-HR 0001398344-25-015001 filed by POWER 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 171,185 shares
    Change vs previous 13F +9,271 shares

    3.96% of the 13F portfolio, value $9,781,511.

    13F-HR 0001398344-25-009311 filed by POWER 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 161,914 shares
    Change vs previous 13F +8,792 shares

    3.89% of the 13F portfolio, value $9,314,912.

    13F-HR 0001398344-25-002709 filed by POWER 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 153,122 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $9,112,290.

    13F-HR 0001398344-24-020452 filed by POWER WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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