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Tempus Wealth Planning, LLC: JEPI position timeline

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

Tempus Wealth Planning, LLC held 58,552 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,552 shares
    Change vs previous 13F +16,800 shares

    0.65% of the 13F portfolio, value $3,307,017.

    13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, 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 41,752 shares
    Change vs previous 13F +38,113 shares

    0.54% of the 13F portfolio, value $2,366,503.

    13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, 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 3,639 shares
    Change vs previous 13F -15,850 shares

    0.05% of the 13F portfolio, value $208,296.

    13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, 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 19,489 shares
    Change vs previous 13F +850 shares

    0.26% of the 13F portfolio, value $1,112,822.

    13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, 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 18,639 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,059,627.

    13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, 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 18,639 shares
    Change vs previous 13F +8,550 shares

    0.32% of the 13F portfolio, value $1,065,032.

    13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, 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 10,089 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $580,420.

    13F-HR 0001085146-25-000489 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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