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Armor Investment Advisors, LLC: JEPI position timeline

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

Armor Investment Advisors, LLC held 21,509 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 21,509 shares
    Change vs previous 13F -5,627 shares

    0.39% of the 13F portfolio, value $1,214,828.

    13F-HR 0001398344-26-013457 filed by Armor Investment 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 27,136 shares
    Change vs previous 13F -3,858 shares

    0.55% of the 13F portfolio, value $1,538,068.

    13F-HR 0001398344-26-007604 filed by Armor Investment 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 30,994 shares
    Change vs previous 13F -75,818 shares

    0.65% of the 13F portfolio, value $1,774,097.

    13F-HR 0001398344-26-002321 filed by Armor Investment 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 106,812 shares
    Change vs previous 13F -75,320 shares

    1.93% of the 13F portfolio, value $6,098,965.

    13F-HR 0001398344-25-019464 filed by Armor Investment 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 182,132 shares
    Change vs previous 13F -5,814 shares

    3.9% of the 13F portfolio, value $10,354,203.

    13F-HR 0001398344-25-015113 filed by Armor Investment 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 187,946 shares
    Change vs previous 13F +3,610 shares

    4.44% of the 13F portfolio, value $10,739,207.

    13F-HR 0001398344-25-008596 filed by Armor Investment 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 184,336 shares
    Change vs previous 13F +14,282 shares

    4.36% of the 13F portfolio, value $10,604,858.

    13F-HR 0001398344-25-001330 filed by Armor Investment 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 170,054 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $10,119,942.

    13F-HR 0001398344-24-019647 filed by Armor Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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