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Bay Capital Advisors, LLC: JEPI position timeline

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

Bay Capital Advisors, LLC held 45,085 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,085 shares
    Change vs previous 13F -828 shares

    1.37% of the 13F portfolio, value $2,546,383.

    13F-HR 0002055414-26-000003 filed by Bay 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 45,913 shares
    Change vs previous 13F -1,641 shares

    1.6% of the 13F portfolio, value $2,602,333.

    13F-HR 0002055414-26-000002 filed by Bay 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 47,554 shares
    Change vs previous 13F -13,946 shares

    1.66% of the 13F portfolio, value $2,722,008.

    13F-HR 0002055414-26-000001 filed by Bay Capital 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 61,500 shares
    Change vs previous 13F +1,572 shares

    2.29% of the 13F portfolio, value $3,511,654.

    13F-HR 0002055414-25-000008 filed by Bay Capital 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 59,928 shares
    Change vs previous 13F +1,286 shares

    2.6% of the 13F portfolio, value $3,406,920.

    13F-HR 0002055414-25-000005 filed by Bay Capital 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 58,642 shares
    Change vs previous 13F +3,919 shares

    2.79% of the 13F portfolio, value $3,350,784.

    13F-HR 0002055414-25-000003 filed by Bay Capital 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 54,723 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $3,148,238.

    13F-HR 0002055414-25-000001 filed by Bay Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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