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Disclosery

Beck Bode, LLC: JEPI position timeline

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

Beck Bode, LLC held 4,996 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,996 shares
    Change vs previous 13F +679 shares

    0.04% of the 13F portfolio, value $282,174.

    13F-HR 0001420506-26-001607 filed by Beck Bode, 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 4,317 shares
    Change vs previous 13F -2,463 shares

    0.04% of the 13F portfolio, value $244,688.

    13F-HR 0001420506-26-000825 filed by Beck Bode, 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 6,780 shares
    Change vs previous 13F -539 shares

    0.06% of the 13F portfolio, value $388,087.

    13F-HR 0001420506-26-000204 filed by Beck Bode, 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 7,319 shares
    Change vs previous 13F -2,079 shares

    0.07% of the 13F portfolio, value $417,915.

    13F-HR 0001420506-25-003434 filed by Beck Bode, 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 9,398 shares
    Change vs previous 13F -5,553 shares

    0.09% of the 13F portfolio, value $534,276.

    13F-HR 0001420506-25-001775 filed by Beck Bode, 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 14,951 shares
    Change vs previous 13F -3,158 shares

    0.16% of the 13F portfolio, value $854,300.

    13F-HR 0001420506-25-001114 filed by Beck Bode, 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 18,109 shares
    Change vs previous 13F -6,918 shares

    0.19% of the 13F portfolio, value $1,041,811.

    13F-HR 0001420506-25-000455 filed by Beck Bode, 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 25,027 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,489,357.

    13F-HR 0001420506-24-002269 filed by Beck Bode, LLC
    Filed (acceptance time not in the bulk data set), ingested

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