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Disclosery

Apexium Financial, LP: JEPI position timeline

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

Apexium Financial, LP held 263,643 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 263,643 shares
    Change vs previous 13F +24,453 shares

    0.73% of the 13F portfolio, value $15,054,039.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 239,190 shares
    Change vs previous 13F +59,818 shares

    0.72% of the 13F portfolio, value $13,597,945.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 179,372 shares
    Change vs previous 13F +85,353 shares

    0.61% of the 13F portfolio, value $10,249,300.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 94,019 shares
    Change vs previous 13F +55,018 shares

    0.33% of the 13F portfolio, value $5,436,410.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 39,001 shares
    Change vs previous 13F +12,562 shares

    0.15% of the 13F portfolio, value $2,320,943.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 26,439 shares
    Change vs previous 13F +1,002 shares

    0.11% of the 13F portfolio, value $1,498,560.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 25,437 shares
    Change vs previous 13F -45,638 shares

    0.11% of the 13F portfolio, value $1,471,783.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 71,075 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,907,710.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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