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WEDBUSH SECURITIES INC: JEPI position timeline

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

WEDBUSH SECURITIES INC held 223,130 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,130 shares
    Change vs previous 13F +14,474 shares

    0.33% of the 13F portfolio, value $12,602,000.

    13F-HR 0001142495-26-000008 filed by WEDBUSH SECURITIES INC
    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 208,656 shares
    Change vs previous 13F +25,372 shares

    0.34% of the 13F portfolio, value $11,827,000.

    13F-HR 0001142495-26-000006 filed by WEDBUSH SECURITIES INC
    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 183,284 shares
    Change vs previous 13F -2,772 shares

    0.31% of the 13F portfolio, value $10,491,000.

    13F-HR 0001142495-26-000004 filed by WEDBUSH SECURITIES INC
    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 186,056 shares
    Change vs previous 13F -25,439 shares

    0.35% of the 13F portfolio, value $10,624,000.

    13F-HR 0001142495-25-000034 filed by WEDBUSH SECURITIES INC
    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 211,495 shares
    Change vs previous 13F +15,975 shares

    0.42% of the 13F portfolio, value $12,023,000.

    13F-HR 0001142495-25-000029 filed by WEDBUSH SECURITIES INC
    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 195,520 shares
    Change vs previous 13F -12,765 shares

    0.41% of the 13F portfolio, value $11,172,000.

    13F-HR 0001142495-25-000027 filed by WEDBUSH SECURITIES INC
    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 208,285 shares
    Change vs previous 13F +17,420 shares

    0.43% of the 13F portfolio, value $11,983,000.

    13F-HR 0001142495-25-000025 filed by WEDBUSH SECURITIES INC
    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 190,865 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $11,358,000.

    13F-HR 0001142495-24-000015 filed by WEDBUSH SECURITIES INC
    Filed (acceptance time not in the bulk data set), ingested

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