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Wealthcare Advisory Partners LLC: JEPI position timeline

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

Wealthcare Advisory Partners LLC held 260,612 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,612 shares
    Change vs previous 13F -203,645 shares

    0.27% of the 13F portfolio, value $14,719,371.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 240,849 shares
    • Wealthcare Capital Partners, LLC: 19,763 shares

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

  2. period ended2026-03-31
    13F 464,257 shares
    Change vs previous 13F +135,973 shares

    0.49% of the 13F portfolio, value $26,314,113.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 417,797 shares
    • Wealthcare Capital Partners, LLC: 46,460 shares

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

  3. period ended2025-12-31
    13F 328,284 shares
    Change vs previous 13F +11,769 shares

    0.35% of the 13F portfolio, value $18,790,978.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 283,836 shares
    • Wealthcare Capital Partners, LLC: 44,448 shares

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

  4. period ended2025-09-30
    13F 316,515 shares
    Change vs previous 13F +1,669 shares

    0.36% of the 13F portfolio, value $18,073,024.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 275,675 shares
    • Wealthcare Capital Partners, LLC: 40,840 shares

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

  5. period ended2025-06-30
    13F 314,846 shares
    Change vs previous 13F +39,269 shares

    0.39% of the 13F portfolio, value $17,899,020.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 282,659 shares
    • Wealthcare Capital Partners, LLC: 32,187 shares

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

  6. period ended2025-03-31
    13F 275,577 shares
    Change vs previous 13F +6,380 shares

    0.4% of the 13F portfolio, value $15,746,511.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 243,748 shares
    • Wealthcare Capital Partners, LLC: 31,829 shares

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

  7. period ended2024-12-31
    13F 269,197 shares
    Change vs previous 13F +45,669 shares

    0.41% of the 13F portfolio, value $15,486,931.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 234,438 shares
    • Wealthcare Capital Partners, LLC: 34,759 shares

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

  8. period ended2024-09-30
    13F 223,528 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $13,302,177.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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