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Avantax Planning Partners, Inc.: JEPI position timeline

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

Avantax Planning Partners, Inc. held 415,889 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 415,889 shares
    Change vs previous 13F +20,541 shares

    0.58% of the 13F portfolio, value $23,489,389.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 395,348 shares
    Change vs previous 13F +9,785 shares

    0.62% of the 13F portfolio, value $22,408,348.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 385,563 shares
    Change vs previous 13F -3,187 shares

    0.62% of the 13F portfolio, value $22,069,606.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 388,750 shares
    Change vs previous 13F +29,325 shares

    0.64% of the 13F portfolio, value $22,197,622.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 359,425 shares
    Change vs previous 13F -2,802 shares

    0.65% of the 13F portfolio, value $20,433,293.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 362,227 shares
    Change vs previous 13F +18,174 shares

    0.73% of the 13F portfolio, value $20,697,657.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 344,053 shares
    Change vs previous 13F +6,334 shares

    0.71% of the 13F portfolio, value $19,793,385.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 337,719 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $20,097,655.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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