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Tradition Wealth Management, LLC: JEPI position timeline

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

Tradition Wealth Management, LLC held 278,316 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 278,316 shares
    Change vs previous 13F +11,525 shares

    0.96% of the 13F portfolio, value $15,719,302.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth 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 266,791 shares
    Change vs previous 13F -2,698 shares

    1.08% of the 13F portfolio, value $15,121,742.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth 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 269,489 shares
    Change vs previous 13F -34,995 shares

    1.11% of the 13F portfolio, value $15,425,579.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 304,484 shares
    Change vs previous 13F +7,243 shares

    1.29% of the 13F portfolio, value $17,386,029.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 297,241 shares
    Change vs previous 13F -11,117 shares

    1.35% of the 13F portfolio, value $16,898,157.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 308,358 shares
    Change vs previous 13F -13,461 shares

    1.55% of the 13F portfolio, value $17,619,589.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 321,819 shares
    Change vs previous 13F +26,431 shares

    1.63% of the 13F portfolio, value $18,514,236.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 295,388 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $17,578,528.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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