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Disclosery

Concord Wealth Partners: JEPI position timeline

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

Concord Wealth Partners held 28,159 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 28,159 shares
    Change vs previous 13F -20,187 shares

    0.18% of the 13F portfolio, value $1,590,420.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 48,346 shares
    Change vs previous 13F +23,823 shares

    0.36% of the 13F portfolio, value $2,740,251.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    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 24,523 shares
    Change vs previous 13F +345 shares

    0.18% of the 13F portfolio, value $1,403,697.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 24,178 shares
    Change vs previous 13F -22,964 shares

    0.19% of the 13F portfolio, value $1,380,564.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 24,178 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 47,142 shares
    Change vs previous 13F +18,198 shares

    0.2% of the 13F portfolio, value $2,680,022.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 23,571 shares
    • Concord Asset Management, LLC/VA: 23,571 shares

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

  6. period ended2025-03-31
    13F 28,944 shares
    Change vs previous 13F -3,048 shares

    0.27% of the 13F portfolio, value $1,653,860.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 28,944 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-12-31
    13F 31,992 shares
    Change vs previous 13F +157 shares

    0.17% of the 13F portfolio, value $1,840,500.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 28,418 shares
    • Concord Asset Management, LLC/VA: 3,574 shares

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

  8. period ended2024-09-30
    13F 31,835 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,894,500.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 28,293 shares
    • Concord Asset Management, LLC/VA: 3,542 shares

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