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Vigil Wealth Management, LLC: JEPI position timeline

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

Vigil Wealth Management, LLC held 7,199 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,199 shares
    Change vs previous 13F +454 shares

    0.29% of the 13F portfolio, value $406,623.

    13F-HR 0001951757-26-001093 filed by Vigil 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 6,745 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $382,323.

    13F-HR 0001951757-26-000675 filed by Vigil 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 6,744 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $386,045.

    13F-HR 0001951757-26-000400 filed by Vigil Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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