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Signature Wealth Management Partners, LLC: JEPI position timeline

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

Signature Wealth Management Partners, LLC held 245,018 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,018 shares
    Change vs previous 13F -3,044 shares

    6.45% of the 13F portfolio, value $13,838,577.

    13F-HR 0001824694-26-000004 filed by Signature Wealth Management 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 248,062 shares
    Change vs previous 13F +368 shares

    7.05% of the 13F portfolio, value $14,060,188.

    13F-HR 0001824694-26-000002 filed by Signature Wealth Management 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 247,694 shares
    Change vs previous 13F -147 shares

    7.01% of the 13F portfolio, value $14,178,007.

    13F-HR 0001824694-26-000001 filed by Signature Wealth Management 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 247,841 shares
    Change vs previous 13F +10,218 shares

    7.41% of the 13F portfolio, value $14,151,730.

    13F-HR 0001824694-25-000003 filed by Signature Wealth Management 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 237,623 shares
    Change vs previous 13F +14,352 shares

    7.72% of the 13F portfolio, value $13,508,876.

    13F-HR 0001221073-25-000062 filed by Signature Wealth Management 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 223,271 shares
    Change vs previous 13F +40,810 shares

    8.35% of the 13F portfolio, value $12,757,671.

    13F-HR 0001221073-25-000049 filed by Signature Wealth Management 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 182,461 shares
    Change vs previous 13F +11,487 shares

    7.21% of the 13F portfolio, value $10,496,967.

    13F-HR 0001221073-25-000007 filed by Signature Wealth Management 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 170,974 shares
    Change vs previous 13F not available

    7.37% of the 13F portfolio, value $10,174,678.

    13F-HR 0001221073-24-000089 filed by Signature Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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