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Disclosery

Belpointe Asset Management LLC: JEPI position timeline

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

Belpointe Asset Management LLC held 216,005 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,005 shares
    Change vs previous 13F +17,428 shares

    0.4% of the 13F portfolio, value $12,200,172.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management 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 198,577 shares
    Change vs previous 13F +33,668 shares

    0.41% of the 13F portfolio, value $11,255,470.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management 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 164,909 shares
    Change vs previous 13F +5,780 shares

    0.34% of the 13F portfolio, value $9,439,482.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management 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 159,129 shares
    Change vs previous 13F -5,709 shares

    0.35% of the 13F portfolio, value $9,086,413.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management 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 164,838 shares
    Change vs previous 13F +4,130 shares

    0.39% of the 13F portfolio, value $9,371,137.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management 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 160,708 shares
    Change vs previous 13F +56,399 shares

    0.48% of the 13F portfolio, value $9,182,922.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management 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 104,309 shares
    Change vs previous 13F +1,431 shares

    0.37% of the 13F portfolio, value $6,136,594.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management 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 102,878 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,122,313.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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