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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors on JEPI, newest first. How the timeline and the estimate are built.

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors held 156,481 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,481 shares
    Change vs previous 13F -18,214 shares

    0.98% of the 13F portfolio, value $8,838,059.

    13F-HR 0001754960-26-000442 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 174,695 shares
    Change vs previous 13F -40,004 shares

    1.21% of the 13F portfolio, value $9,901,728.

    13F-HR 0001754960-26-000354 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 214,699 shares
    Change vs previous 13F +62 shares

    1.47% of the 13F portfolio, value $12,289,383.

    13F-HR 0001754960-26-000172 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 214,637 shares
    Change vs previous 13F +15,186 shares

    1.45% of the 13F portfolio, value $12,255,773.

    13F-HR 0001754960-25-000710 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 199,451 shares
    Change vs previous 13F -6,375 shares

    1.57% of the 13F portfolio, value $11,338,809.

    13F-HR 0001754960-25-000525 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 205,826 shares
    Change vs previous 13F +11,050 shares

    1.78% of the 13F portfolio, value $11,666,219.

    13F-HR 0001754960-25-000217 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 194,776 shares
    Change vs previous 13F -113 shares

    1.66% of the 13F portfolio, value $11,205,461.

    13F-HR 0001754960-25-000112 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 194,889 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $11,597,848.

    13F-HR 0001754960-24-000535 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    Filed (acceptance time not in the bulk data set), ingested

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