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Disclosery

Winch Advisory Services, LLC: JEPI position timeline

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

Winch Advisory Services, LLC held 7,761 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,761 shares
    Change vs previous 13F -245 shares

    0.09% of the 13F portfolio, value $438,368.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 8,006 shares
    Change vs previous 13F +1,084 shares

    0.1% of the 13F portfolio, value $453,792.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 6,922 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $396,215.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 6,922 shares
    Change vs previous 13F +1,322 shares

    0.09% of the 13F portfolio, value $395,246.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 5,600 shares
    Change vs previous 13F -11 shares

    0.08% of the 13F portfolio, value $318,360.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 5,611 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $320,613.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 5,611 shares
    Change vs previous 13F +165 shares

    0.08% of the 13F portfolio, value $322,801.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 5,446 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $324,091.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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