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Disclosery

Tyche Wealth Partners LLC: JEPI position timeline

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

Tyche Wealth Partners LLC held 51,010 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,010 shares
    Change vs previous 13F +2,269 shares

    0.4% of the 13F portfolio, value $2,881,066.

    13F-HR 0001951757-26-001105 filed by Tyche Wealth 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 48,741 shares
    Change vs previous 13F +5,069 shares

    0.43% of the 13F portfolio, value $2,762,615.

    13F-HR 0001951757-26-000781 filed by Tyche Wealth 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 43,672 shares
    Change vs previous 13F +5,119 shares

    0.4% of the 13F portfolio, value $2,499,794.

    13F-HR 0001951757-26-000281 filed by Tyche Wealth 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 38,553 shares
    Change vs previous 13F +2,411 shares

    0.39% of the 13F portfolio, value $2,201,357.

    13F-HR 0001951757-25-001268 filed by Tyche Wealth 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 36,142 shares
    Change vs previous 13F +20,021 shares

    0.41% of the 13F portfolio, value $2,054,665.

    13F-HR 0001951757-25-000929 filed by Tyche Wealth 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 16,121 shares
    Change vs previous 13F +9,860 shares

    0.2% of the 13F portfolio, value $921,152.

    13F-HR 0001951757-25-000433 filed by Tyche Wealth 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 6,261 shares
    Change vs previous 13F +602 shares

    0.08% of the 13F portfolio, value $360,207.

    13F-HR 0001951757-25-000138 filed by Tyche Wealth 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 5,659 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $336,769.

    13F-HR 0001951757-24-001127 filed by Tyche Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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