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Disclosery

Secure Asset Management, LLC: JEPI position timeline

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

Secure Asset Management, LLC held 4,319 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,319 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $243,963.

    13F-HR 0002085853-26-000733 filed by Secure Asset 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 4,304 shares
    Change vs previous 13F +608 shares

    0.04% of the 13F portfolio, value $243,925.

    13F-HR 0002085853-26-000323 filed by Secure Asset 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 3,696 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $211,554.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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