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Apollon Wealth Management, LLC: JEPI position timeline

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

Apollon Wealth Management, LLC held 932,814 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 932,814 shares
    Change vs previous 13F +111,778 shares

    0.58% of the 13F portfolio, value $52,685,352.

    13F-HR 0001764387-26-000004 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 911,781 shares
    • Apollon Financial, LLC: 21,033 shares

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

  2. period ended2026-03-31
    13F 821,036 shares
    Change vs previous 13F +63,152 shares

    0.68% of the 13F portfolio, value $46,536,360.

    13F-HR 0001764387-26-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 804,512 shares
    • Apollon Financial, LLC: 16,524 shares

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

  3. period ended2025-12-31
    13F 757,884 shares
    Change vs previous 13F -36,034 shares

    0.67% of the 13F portfolio, value $43,381,308.

    13F-HR 0001764387-26-000001 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 743,087 shares
    • Apollon Financial, LLC: 14,797 shares

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

  4. period ended2025-09-30
    13F 793,918 shares
    Change vs previous 13F -68,238 shares

    0.73% of the 13F portfolio, value $45,332,729.

    13F-HR 0001764387-25-000008 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 783,113 shares
    • Apollon Financial, LLC: 10,805 shares

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

  5. period ended2025-06-30
    13F 862,156 shares
    Change vs previous 13F -139,359 shares

    0.88% of the 13F portfolio, value $49,013,585.

    13F-HR 0001764387-25-000005 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 853,671 shares
    • Apollon Financial, LLC: 8,485 shares

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

  6. period ended2025-03-31
    13F 1,001,515 shares
    Change vs previous 13F +231,931 shares

    1.15% of the 13F portfolio, value $57,226,587.

    13F-HR 0001764387-25-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 996,040 shares
    • Apollon Financial, LLC: 5,475 shares

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

  7. period ended2024-12-31
    13F 769,584 shares
    Change vs previous 13F +102,511 shares

    1.02% of the 13F portfolio, value $44,274,158.

    13F-HR 0002011195-25-000002 filed by Apollon Wealth 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 ended2024-09-30
    13F 667,073 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $39,697,516.

    13F-HR 0001764387-24-000010 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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