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WETZEL INVESTMENT ADVISORS, INC.: JEPI position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 7,275 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,275 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $409,001.

    13F-HR 0002009211-26-000006 filed by WETZEL INVESTMENT ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,275 shares
    Change vs previous 13F -242 shares

    0.14% of the 13F portfolio, value $410,892.

    13F-HR 0002009211-26-000004 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,517 shares
    Change vs previous 13F +2,886 shares

    0.17% of the 13F portfolio, value $426,064.

    13F-HR 0002009211-26-000003 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,631 shares
    Change vs previous 13F +1,040 shares

    0.11% of the 13F portfolio, value $267,056.

    13F-HR 0002009211-26-000001 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,591 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $205,046.

    13F-HR 0002009211-25-000006 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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