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Purus Wealth Management, LLC: JEPI position timeline

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

Purus Wealth Management, LLC held 33,687 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,687 shares
    Change vs previous 13F -6,182 shares

    0.52% of the 13F portfolio, value $1,902,619.

    13F-HR 0001172661-26-002589 filed by Purus 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 39,869 shares
    Change vs previous 13F -4,299 shares

    0.72% of the 13F portfolio, value $2,259,747.

    13F-HR 0001172661-26-001496 filed by Purus 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 44,168 shares
    Change vs previous 13F -1,352 shares

    0.79% of the 13F portfolio, value $2,528,198.

    13F-HR 0001172661-26-000335 filed by Purus 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 45,520 shares
    Change vs previous 13F +112 shares

    0.83% of the 13F portfolio, value $2,599,219.

    13F-HR 0001172661-25-004418 filed by Purus 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/A 45,408 shares
    Change vs previous 13F -247 shares

    0.9% of the 13F portfolio, value $2,581,454.

    13F-HR/A 0001172661-25-003020 filed by Purus 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 45,655 shares
    Change vs previous 13F -329 shares

    1.11% of the 13F portfolio, value $2,608,751.

    13F-HR 0001172661-25-001844 filed by Purus 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 45,984 shares
    Change vs previous 13F +18,618 shares

    1.05% of the 13F portfolio, value $2,645,464.

    13F-HR 0001172661-25-000210 filed by Purus 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 27,366 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,628,561.

    13F-HR 0001172661-24-004569 filed by Purus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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