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Disclosery

Advance Capital Management, Inc.: JEPI position timeline

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

Advance Capital Management, Inc. held 9,705 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,705 shares
    Change vs previous 13F -2,038 shares

    0.02% of the 13F portfolio, value $548,115.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, 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 11,743 shares
    Change vs previous 13F -2,563 shares

    0.03% of the 13F portfolio, value $665,593.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, Inc.
    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 14,306 shares
    Change vs previous 13F -3,088 shares

    0.03% of the 13F portfolio, value $818,875.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, Inc.
    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 17,394 shares
    Change vs previous 13F -374,622 shares

    0.04% of the 13F portfolio, value $993,197.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, Inc.
    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 392,016 shares
    Change vs previous 13F +19,395 shares

    1.01% of the 13F portfolio, value $22,286,130.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, Inc.
    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 372,621 shares
    Change vs previous 13F +32,382 shares

    1.02% of the 13F portfolio, value $21,291,565.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, Inc.
    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 340,239 shares
    Change vs previous 13F +4,586 shares

    0.9% of the 13F portfolio, value $19,573,973.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, Inc.
    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 335,653 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $19,974,710.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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