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Wealthfront Advisers LLC: JEPI position timeline

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

Wealthfront Advisers LLC held 375,490 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,490 shares
    Change vs previous 13F +108,069 shares

    0.04% of the 13F portfolio, value $21,207,675.

    13F-HR 0002085853-26-000956 filed by Wealthfront Advisers 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 267,421 shares
    Change vs previous 13F +63,131 shares

    0.03% of the 13F portfolio, value $15,157,422.

    13F-HR 0002085853-26-000564 filed by Wealthfront Advisers 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 204,290 shares
    Change vs previous 13F +5,823 shares

    0.03% of the 13F portfolio, value $11,693,560.

    13F-HR 0002085853-26-000151 filed by Wealthfront Advisers 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 198,467 shares
    Change vs previous 13F +19,133 shares

    0.03% of the 13F portfolio, value $11,332,466.

    13F-HR 0002085853-25-000235 filed by Wealthfront Advisers 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 179,334 shares
    Change vs previous 13F +9,096 shares

    0.03% of the 13F portfolio, value $10,195,138.

    13F-HR 0001667731-25-001032 filed by Wealthfront Advisers 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 170,238 shares
    Change vs previous 13F -2,891 shares

    0.03% of the 13F portfolio, value $9,727,399.

    13F-HR 0001667731-25-000578 filed by Wealthfront Advisers 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/A 173,129 shares
    Change vs previous 13F +24,861 shares

    0.03% of the 13F portfolio, value $9,960,111.

    13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers 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 148,268 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,823,429.

    13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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