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Semus Wealth Partners LLC: JEPI position timeline

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

Semus Wealth Partners LLC held 75,807 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,807 shares
    Change vs previous 13F +1,877 shares

    2.07% of the 13F portfolio, value $4,281,568.

    13F-HR 0001172661-26-003186 filed by Semus Wealth Partners 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 73,930 shares
    Change vs previous 13F +1,637 shares

    2.34% of the 13F portfolio, value $4,190,345.

    13F-HR 0001172661-26-001533 filed by Semus Wealth Partners 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 72,293 shares
    Change vs previous 13F -531 shares

    2.23% of the 13F portfolio, value $4,138,039.

    13F-HR 0001172661-26-000325 filed by Semus Wealth Partners 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 72,824 shares
    Change vs previous 13F +7,622 shares

    2.35% of the 13F portfolio, value $4,158,252.

    13F-HR 0001172661-25-004356 filed by Semus Wealth Partners 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 65,202 shares
    Change vs previous 13F +1,803 shares

    2.4% of the 13F portfolio, value $3,706,751.

    13F-HR 0001172661-25-003021 filed by Semus Wealth Partners 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 63,399 shares
    Change vs previous 13F +4,139 shares

    2.52% of the 13F portfolio, value $3,622,625.

    13F-HR 0001172661-25-001605 filed by Semus Wealth Partners 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 59,260 shares
    Change vs previous 13F +5,182 shares

    2.26% of the 13F portfolio, value $3,409,209.

    13F-HR 0001172661-25-000459 filed by Semus Wealth Partners 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 54,078 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $3,218,198.

    13F-HR 0001172661-24-004510 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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