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Disclosery

Atria Investments, Inc: JEPI position timeline

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

Atria Investments, Inc held 59,747 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,747 shares
    Change vs previous 13F -34,943 shares

    0.03% of the 13F portfolio, value $3,358,986.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 94,690 shares
    Change vs previous 13F +28,318 shares

    0.05% of the 13F portfolio, value $5,348,083.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 66,372 shares
    Change vs previous 13F -16,914 shares

    0.04% of the 13F portfolio, value $3,761,947.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 83,286 shares
    Change vs previous 13F -26,112 shares

    0.05% of the 13F portfolio, value $4,767,287.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 109,398 shares
    Change vs previous 13F -67,725 shares

    0.07% of the 13F portfolio, value $6,246,633.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 177,123 shares
    Change vs previous 13F +74,165 shares

    0.12% of the 13F portfolio, value $10,069,445.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 102,958 shares
    Change vs previous 13F -57,817 shares

    0.08% of the 13F portfolio, value $5,883,016.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 160,775 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,249,380.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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