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QP WEALTH MANAGEMENT, LLC: JEPI position timeline

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

QP WEALTH MANAGEMENT, LLC held 8,459 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,459 shares
    Change vs previous 13F -1,998 shares

    0.68% of the 13F portfolio, value $477,764.

    13F-HR 0001802496-26-000003 filed by QP 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 10,457 shares
    Change vs previous 13F -19,560 shares

    1.02% of the 13F portfolio, value $592,703.

    13F-HR 0001802496-26-000002 filed by QP 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 30,017 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,718,173.

    13F-HR 0002085853-26-000005 filed by QP WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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