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Disclosery

Private Wealth Partners, LLC: JEPI position timeline

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

Private Wealth Partners, LLC held 17,002 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 17,002 shares
    Change vs previous 13F -4,636 shares

    0.07% of the 13F portfolio, value $960,245.

    13F-HR 0001335851-26-000005 filed by Private 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 21,638 shares
    Change vs previous 13F +2,333 shares

    0.09% of the 13F portfolio, value $1,226,427.

    13F-HR 0001335851-26-000002 filed by Private 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 19,305 shares
    Change vs previous 13F -34,216 shares

    0.08% of the 13F portfolio, value $1,104,993.

    13F-HR 0001335851-26-000001 filed by Private 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 53,521 shares
    Change vs previous 13F -13,397 shares

    0.22% of the 13F portfolio, value $3,056,077.

    13F-HR 0001335851-25-000004 filed by Private 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 66,918 shares
    Change vs previous 13F +1,459 shares

    0.3% of the 13F portfolio, value $3,804,307.

    13F-HR 0001085146-25-004438 filed by Private 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 65,459 shares
    Change vs previous 13F +29,096 shares

    0.31% of the 13F portfolio, value $3,740,346.

    13F-HR 0001085146-25-002217 filed by Private 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 36,363 shares
    Change vs previous 13F +6,030 shares

    0.16% of the 13F portfolio, value $2,091,942.

    13F-HR 0001085146-25-000680 filed by Private 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 30,333 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,805,094.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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