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Disclosery

Wealth Management Partners, LLC: JEPI position timeline

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

Wealth Management Partners, LLC held 6,567 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,567 shares
    Change vs previous 13F -729 shares

    0.09% of the 13F portfolio, value $370,888.

    13F-HR 0001843294-26-000004 filed by Wealth Management 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 7,296 shares
    Change vs previous 13F +473 shares

    0.12% of the 13F portfolio, value $413,556.

    13F-HR 0001843294-26-000002 filed by Wealth Management 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 6,823 shares
    Change vs previous 13F +572 shares

    0.11% of the 13F portfolio, value $390,553.

    13F-HR 0001843294-26-000001 filed by Wealth Management 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 6,251 shares
    Change vs previous 13F +750 shares

    0.11% of the 13F portfolio, value $356,935.

    13F-HR 0001843294-25-000004 filed by Wealth Management 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 5,501 shares
    Change vs previous 13F +20 shares

    0.11% of the 13F portfolio, value $311,963.

    13F-HR 0001085146-25-003755 filed by Wealth Management 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 5,481 shares
    Change vs previous 13F +40 shares

    0.15% of the 13F portfolio, value $313,188.

    13F-HR 0001085146-25-002028 filed by Wealth Management 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 5,441 shares
    Change vs previous 13F +6 shares

    0.14% of the 13F portfolio, value $313,004.

    13F-HR 0001085146-25-000272 filed by Wealth Management 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 5,435 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $323,433.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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