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Arsenal Capital Advisors LLC: JEPI position timeline

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

Arsenal Capital Advisors LLC held 54,539 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,539 shares
    Change vs previous 13F +3,569 shares

    1.82% of the 13F portfolio, value $3,080,342.

    13F-HR 0002109474-26-000006 filed by Arsenal 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 50,970 shares
    Change vs previous 13F +8,075 shares

    2.1% of the 13F portfolio, value $2,888,997.

    13F-HR 0002109474-26-000002 filed by Arsenal 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 42,895 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,473,908.

    13F-HR 0002109474-26-000001 filed by Arsenal Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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