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Aptus Capital Advisors, LLC: JEPI position timeline

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

Aptus Capital Advisors, LLC held 440,188 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 440,188 shares
    Change vs previous 13F -24,502 shares

    0.18% of the 13F portfolio, value $24,861,837.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    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 464,690 shares
    Change vs previous 13F -1,350 shares

    0.22% of the 13F portfolio, value $26,338,611.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    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 466,040 shares
    Change vs previous 13F -1,805 shares

    0.23% of the 13F portfolio, value $26,682,568.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    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 467,845 shares
    Change vs previous 13F -45,608 shares

    0.24% of the 13F portfolio, value $26,713,954.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    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 513,453 shares
    Change vs previous 13F -9,914 shares

    0.29% of the 13F portfolio, value $29,189,831.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    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 523,367 shares
    Change vs previous 13F +20,634 shares

    0.34% of the 13F portfolio, value $29,905,217.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    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 502,733 shares
    Change vs previous 13F +48,541 shares

    0.35% of the 13F portfolio, value $29,014,620.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    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 454,192 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $27,028,965.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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