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ADVISORS MANAGEMENT GROUP INC /ADV: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORS MANAGEMENT GROUP INC /ADV on JEPI, newest first. How the timeline and the estimate are built.

ADVISORS MANAGEMENT GROUP INC /ADV held 277,689 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,689 shares
    Change vs previous 13F +315 shares

    2.6% of the 13F portfolio, value $15,683,000.

    13F-HR 0000842766-26-000004 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 277,374 shares
    Change vs previous 13F -17,196 shares

    2.87% of the 13F portfolio, value $15,721,000.

    13F-HR 0000842766-26-000003 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 294,570 shares
    Change vs previous 13F -5,474 shares

    3.07% of the 13F portfolio, value $16,861,000.

    13F-HR 0000842766-26-000001 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 300,044 shares
    Change vs previous 13F +3,299 shares

    3.01% of the 13F portfolio, value $17,133,000.

    13F-HR 0000842766-25-000008 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 296,745 shares
    Change vs previous 13F +30,473 shares

    3.18% of the 13F portfolio, value $16,870,000.

    13F-HR 0000842766-25-000005 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 266,272 shares
    Change vs previous 13F +242,699 shares

    3.31% of the 13F portfolio, value $15,215,000.

    13F-HR 0000842766-25-000003 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 23,573 shares
    Change vs previous 13F +13,903 shares

    0.32% of the 13F portfolio, value $1,356,000.

    13F-HR 0000842766-25-000001 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 9,670 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $575,000.

    13F-HR 0000842766-24-000005 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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