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U.S. Capital Wealth Advisors, LLC: JEPI position timeline

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

U.S. Capital Wealth Advisors, LLC held 86,676 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 86,676 shares
    Change vs previous 13F +8,732 shares

    0.12% of the 13F portfolio, value $4,912,785.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 77,944 shares
    Change vs previous 13F -4,239 shares

    0.12% of the 13F portfolio, value $4,461,541.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 82,183 shares
    Change vs previous 13F -10,170 shares

    0.13% of the 13F portfolio, value $4,692,658.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 92,353 shares
    Change vs previous 13F -94,896 shares

    0.15% of the 13F portfolio, value $5,250,281.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 187,249 shares
    Change vs previous 13F -35,274 shares

    0.33% of the 13F portfolio, value $10,699,412.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 222,523 shares
    Change vs previous 13F -70,954 shares

    0.4% of the 13F portfolio, value $12,801,739.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 293,477 shares
    Change vs previous 13F -79,952 shares

    0.62% of the 13F portfolio, value $17,464,806.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 373,429 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $21,165,945.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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