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Disclosery

Turn8 Private Wealth Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turn8 Private Wealth Inc. on JEPI, newest first. How the timeline and the estimate are built.

Turn8 Private Wealth Inc. held 129,107 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,107 shares
    Change vs previous 13F -16,341 shares

    4.93% of the 13F portfolio, value $7,393,480.

    13F-HR 0002070026-26-000003 filed by Turn8 Private Wealth Inc.
    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 145,448 shares
    Change vs previous 13F +26,285 shares

    5.15% of the 13F portfolio, value $8,244,000.

    13F-HR 0002070026-26-000002 filed by Turn8 Private Wealth Inc.
    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 119,163 shares
    Change vs previous 13F -456 shares

    4.89% of the 13F portfolio, value $6,820,890.

    13F-HR 0002070026-26-000001 filed by Turn8 Private Wealth Inc.
    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 119,619 shares
    Change vs previous 13F +470 shares

    4.9% of the 13F portfolio, value $6,830,244.

    13F-HR 0002070026-25-000005 filed by Turn8 Private Wealth Inc.
    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 119,149 shares
    Change vs previous 13F +18,028 shares

    4.9% of the 13F portfolio, value $6,791,493.

    13F-HR 0002070026-25-000003 filed by Turn8 Private Wealth Inc.
    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 101,121 shares
    Change vs previous 13F -48,893 shares

    4.52% of the 13F portfolio, value $5,776,152.

    13F-HR 0002070026-25-000002 filed by Turn8 Private Wealth Inc.
    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 150,014 shares
    Change vs previous 13F not available

    6.1% of the 13F portfolio, value $8,550,798.

    13F-HR 0002070026-25-000001 filed by Turn8 Private Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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