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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC on JEPI, newest first. How the timeline and the estimate are built.

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC held 2,673,279 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 2,673,279 shares
    Change vs previous 13F +33,569 shares

    0.08% of the 13F portfolio, value $150,986,852.

    13F-HR 0001141802-26-000015 filed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
    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 2,639,710 shares
    Change vs previous 13F -364,055 shares

    0.09% of the 13F portfolio, value $149,618,705.

    13F-HR 0001085146-26-000398 filed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
    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/A 3,003,765 shares
    Change vs previous 13F +72,427 shares

    0.11% of the 13F portfolio, value $171,935,510.

    13F-HR/A 0001141802-26-000007 filed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
    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 2,931,338 shares
    Change vs previous 13F -133,490 shares

    0.11% of the 13F portfolio, value $167,379,428.

    13F-HR 0001141802-25-000013 filed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
    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 3,064,828 shares
    Change vs previous 13F +30,907 shares

    0.13% of the 13F portfolio, value $174,235,480.

    13F-HR 0001085146-25-004957 filed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
    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 3,033,921 shares
    Change vs previous 13F +201,782 shares

    0.14% of the 13F portfolio, value $173,358,186.

    13F-HR 0001085146-25-003139 filed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
    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 2,832,139 shares
    Change vs previous 13F +324,307 shares

    0.14% of the 13F portfolio, value $162,932,928.

    13F-HR 0001085146-25-000995 filed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
    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 2,507,832 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $149,241,057.

    13F-HR 0001085146-24-005524 filed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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