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Troutman Wealth Management, LLC: JEPI position timeline

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

Troutman Wealth Management, LLC held 85,876 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,876 shares
    Change vs previous 13F +2,929 shares

    3.73% of the 13F portfolio, value $4,850,262.

    13F-HR 0002110807-26-000003 filed by Troutman 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 82,947 shares
    Change vs previous 13F +2,203 shares

    3.92% of the 13F portfolio, value $4,701,461.

    13F-HR 0002110807-26-000002 filed by Troutman 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 80,744 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $4,621,761.

    13F-HR 0002110807-26-000001 filed by Troutman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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