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Quadcap Wealth Management, LLC: JEPI position timeline

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

Quadcap Wealth Management, LLC held 7,180 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,180 shares
    Change vs previous 13F +432 shares

    0.04% of the 13F portfolio, value $405,526.

    13F-HR 0001172661-26-002999 filed by Quadcap 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 6,748 shares
    Change vs previous 13F -495 shares

    0.04% of the 13F portfolio, value $382,476.

    13F-HR 0001172661-26-002244 filed by Quadcap 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 7,243 shares
    Change vs previous 13F -999 shares

    0.05% of the 13F portfolio, value $405,717.

    13F-HR 0001172661-26-000392 filed by Quadcap 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 8,242 shares
    Change vs previous 13F -2,127 shares

    0.06% of the 13F portfolio, value $470,618.

    13F-HR 0001172661-25-005026 filed by Quadcap 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 10,369 shares
    Change vs previous 13F +388 shares

    0.07% of the 13F portfolio, value $589,479.

    13F-HR 0001172661-25-003087 filed by Quadcap 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 9,981 shares
    Change vs previous 13F -1,967 shares

    0.08% of the 13F portfolio, value $570,315.

    13F-HR 0001172661-25-001911 filed by Quadcap 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 11,948 shares
    Change vs previous 13F +1,904 shares

    0.1% of the 13F portfolio, value $687,369.

    13F-HR 0001172661-25-001032 filed by Quadcap 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 10,044 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $597,718.

    13F-HR 0001172661-24-004547 filed by Quadcap Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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