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Beacon Pointe Advisors, LLC: JEPI position timeline

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

Beacon Pointe Advisors, LLC held 917,272 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 917,272 shares
    Change vs previous 13F +207,850 shares

    0.24% of the 13F portfolio, value $51,807,541.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 709,422 shares
    Change vs previous 13F +233,581 shares

    0.21% of the 13F portfolio, value $40,210,055.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 475,841 shares
    Change vs previous 13F +29,529 shares

    0.19% of the 13F portfolio, value $27,237,164.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 446,312 shares
    Change vs previous 13F +16,329 shares

    0.22% of the 13F portfolio, value $25,484,415.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 429,983 shares
    Change vs previous 13F -9,876 shares

    0.26% of the 13F portfolio, value $24,444,559.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 439,859 shares
    Change vs previous 13F +45,363 shares

    0.28% of the 13F portfolio, value $25,133,532.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 394,496 shares
    Change vs previous 13F +24,762 shares

    0.25% of the 13F portfolio, value $22,695,345.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    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 369,734 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $22,002,874.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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