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Disclosery

Principle Wealth Partners LLC: JEPI position timeline

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

Principle Wealth Partners LLC held 72,467 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,467 shares
    Change vs previous 13F -24,638 shares

    0.2% of the 13F portfolio, value $4,092,964.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 97,105 shares
    Change vs previous 13F +1,850 shares

    0.31% of the 13F portfolio, value $5,503,891.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 95,255 shares
    Change vs previous 13F -16,487 shares

    0.31% of the 13F portfolio, value $5,452,376.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 111,742 shares
    Change vs previous 13F +38 shares

    0.37% of the 13F portfolio, value $6,380,495.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 111,704 shares
    Change vs previous 13F -10,124 shares

    0.4% of the 13F portfolio, value $6,350,348.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 121,828 shares
    Change vs previous 13F +9,432 shares

    0.5% of the 13F portfolio, value $6,961,289.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 112,396 shares
    Change vs previous 13F +1,820 shares

    0.45% of the 13F portfolio, value $6,466,179.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 110,576 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,580,357.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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