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Capstone Wealth Management Group, Inc.: JEPI position timeline

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

Capstone Wealth Management Group, Inc. held 71,089 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,089 shares
    Change vs previous 13F +1,789 shares

    2.42% of the 13F portfolio, value $4,015,107.

    13F-HR 0002085853-26-000874 filed by Capstone Wealth Management Group, 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 69,300 shares
    Change vs previous 13F +98 shares

    2.42% of the 13F portfolio, value $3,927,899.

    13F-HR 0002085853-26-000400 filed by Capstone Wealth Management Group 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 69,202 shares
    Change vs previous 13F +1,291 shares

    2.4% of the 13F portfolio, value $3,961,130.

    13F-HR 0002085853-26-000026 filed by Capstone Wealth Management Group 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 67,911 shares
    Change vs previous 13F +1,114 shares

    2.48% of the 13F portfolio, value $3,877,694.

    13F-HR 0002085853-25-000283 filed by Capstone Wealth Management Group 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 66,797 shares
    Change vs previous 13F -8,895 shares

    2.76% of the 13F portfolio, value $3,797,423.

    13F-HR 0001667731-25-000810 filed by Capstone Wealth Management Group 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 75,692 shares
    Change vs previous 13F -1,695 shares

    3.45% of the 13F portfolio, value $4,325,038.

    13F-HR 0001667731-25-000620 filed by Capstone Wealth Management Group 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/A 77,387 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $4,452,058.

    13F-HR/A 0001667731-25-000615 filed by Capstone Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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