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Selective Wealth Management, Inc.: JEPI position timeline

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

Selective Wealth Management, Inc. held 107,068 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 107,068 shares
    Change vs previous 13F -4,030 shares

    1.59% of the 13F portfolio, value $6,054,684.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, Inc.
    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 111,098 shares
    Change vs previous 13F -5,090 shares

    1.88% of the 13F portfolio, value $6,345,933.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, Inc.
    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 116,188 shares
    Change vs previous 13F -28,751 shares

    2.12% of the 13F portfolio, value $6,788,884.

    13F-HR 0001755670-26-000001 filed by Selective Wealth Management, Inc.
    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 144,939 shares
    Change vs previous 13F -2,058 shares

    2.65% of the 13F portfolio, value $8,242,703.

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, Inc.
    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 146,997 shares
    Change vs previous 13F -15,140 shares

    3.05% of the 13F portfolio, value $8,356,801.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, Inc.
    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 162,137 shares
    Change vs previous 13F +1,863 shares

    3.81% of the 13F portfolio, value $8,752,138.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, Inc.
    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 160,274 shares
    Change vs previous 13F +903 shares

    3.74% of the 13F portfolio, value $9,215,739.

    13F-HR 0001755670-25-000001 filed by Selective Wealth Management, Inc.
    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 159,371 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $9,401,324.

    13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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