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Disclosery

Windsor Capital Management, LLC: JEPI position timeline

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

Windsor Capital Management, LLC held 81,345 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 81,345 shares
    Change vs previous 13F +1,981 shares

    1.18% of the 13F portfolio, value $4,573,205.

    13F-HR 0001172661-26-004507 filed by Windsor Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 79,364 shares
    Change vs previous 13F +2,702 shares

    1.16% of the 13F portfolio, value $4,482,521.

    13F-HR 0001172661-26-002512 filed by Windsor Capital Management, LLC
    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 76,662 shares
    Change vs previous 13F +901 shares

    1.22% of the 13F portfolio, value $4,345,179.

    13F-HR 0001172661-26-001427 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 75,761 shares
    Change vs previous 13F +1,720 shares

    1.2% of the 13F portfolio, value $4,336,560.

    13F-HR 0001172661-26-000191 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 74,041 shares
    Change vs previous 13F +2,871 shares

    1.17% of the 13F portfolio, value $4,227,741.

    13F-HR 0001172661-25-004167 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 71,170 shares
    Change vs previous 13F +4,066 shares

    1.18% of the 13F portfolio, value $4,046,015.

    13F-HR 0001172661-25-002561 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 67,104 shares
    Change vs previous 13F +59,541 shares

    1.18% of the 13F portfolio, value $3,834,323.

    13F-HR 0001172661-25-001560 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,563 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $435,099.

    13F-HR 0001172661-25-000383 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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