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Archer Investment Corp: JEPI position timeline

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

Archer Investment Corp held 53,453 JEPI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 53,453 shares
    Change vs previous 13F -4,806 shares

    0.58% of the 13F portfolio, value $3,019,020.

    13F-HR/A 0001162044-26-000700 filed by Archer Investment Corp
    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 58,259 shares
    Change vs previous 13F -24,712 shares

    0.7% of the 13F portfolio, value $3,302,109.

    13F-HR 0001162044-26-000417 filed by Archer Investment Corp
    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 82,971 shares
    Change vs previous 13F -28,146 shares

    1.07% of the 13F portfolio, value $4,749,242.

    13F-HR 0001162044-26-000114 filed by Archer Investment Corp
    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 111,117 shares
    Change vs previous 13F +6,637 shares

    1.43% of the 13F portfolio, value $6,344,789.

    13F-HR 0001162044-25-001133 filed by Archer Investment Corp
    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 104,480 shares
    Change vs previous 13F +8,632 shares

    1.42% of the 13F portfolio, value $5,939,660.

    13F-HR 0001162044-25-000810 filed by Archer Investment Corp
    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 95,848 shares
    Change vs previous 13F +14,283 shares

    1.42% of the 13F portfolio, value $5,476,767.

    13F-HR 0001162044-25-000472 filed by Archer Investment Corp
    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 81,565 shares
    Change vs previous 13F +17,435 shares

    1.25% of the 13F portfolio, value $4,692,436.

    13F-HR 0001162044-25-000080 filed by Archer Investment Corp
    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 64,130 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,816,353.

    13F-HR 0001162044-24-001211 filed by Archer Investment Corp
    Filed (acceptance time not in the bulk data set), ingested

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