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Focus Partners Wealth: JEPI position timeline

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

Focus Partners Wealth held 1,303,266 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,303,266 shares
    Change vs previous 13F +85,205 shares

    0.07% of the 13F portfolio, value $73,608,515.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,169,609 shares
    • Focus Partners Advisor Solutions, LLC: 133,657 shares

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

  2. period ended2026-03-31
    13F 1,218,061 shares
    Change vs previous 13F +204,405 shares

    0.07% of the 13F portfolio, value $69,050,091.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,087,203 shares
    • Focus Partners Advisor Solutions, LLC: 130,858 shares

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

  3. period ended2025-12-31
    13F 1,013,656 shares
    Change vs previous 13F +23,525 shares

    0.07% of the 13F portfolio, value $58,139,920.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,013,656 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 990,131 shares
    Change vs previous 13F +66,067 shares

    0.08% of the 13F portfolio, value $56,535,967.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 848,093 shares
    • Focus Partners Advisor Solutions, LLC: 142,038 shares

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

  5. period ended2025-06-30
    13F 924,064 shares
    Change vs previous 13F +49,682 shares

    0.1% of the 13F portfolio, value $52,533,150.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 780,603 shares
    • Focus Partners Advisor Solutions, LLC: 143,461 shares

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

  6. period ended2025-03-31
    13F/A 874,382 shares
    Change vs previous 13F +40,613 shares

    0.11% of the 13F portfolio, value $49,962,341.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 730,813 shares
    • Focus Partners Advisor Solutions, LLC: 143,569 shares

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

  7. period ended2024-12-31
    13F/A 833,769 shares
    Change vs previous 13F +435,447 shares

    0.11% of the 13F portfolio, value $48,058,103.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 683,608 shares
    • Focus Partners Advisor Solutions, LLC: 150,161 shares

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

  8. period ended2024-09-30
    13F 398,322 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $24,218,616.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 388,310 shares
    • Focus Partners Advisor Solutions, LLC: 10,012 shares

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