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Disclosery

BG Investment Services, LLC: JEPI position timeline

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

BG Investment Services, LLC held 52,079 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,079 shares
    Change vs previous 13F -28,551 shares

    2.12% of the 13F portfolio, value $2,941,431.

    13F-HR 0001873989-26-000003 filed by BG Investment Services, 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 80,630 shares
    Change vs previous 13F +39,681 shares

    3.79% of the 13F portfolio, value $4,570,136.

    13F-HR 0001873989-26-000002 filed by BG Investment Services, 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 40,949 shares
    Change vs previous 13F -27,938 shares

    2.09% of the 13F portfolio, value $2,343,918.

    13F-HR 0001873989-26-000001 filed by BG Investment Services, 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 68,887 shares
    Change vs previous 13F +22,670 shares

    3.88% of the 13F portfolio, value $3,933,474.

    13F-HR 0001873989-25-000003 filed by BG Investment Services, 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 46,217 shares
    Change vs previous 13F +13,609 shares

    3.3% of the 13F portfolio, value $2,637,453.

    13F-HR 0001085146-25-004307 filed by BG Investment Services, 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 32,608 shares
    Change vs previous 13F +5,574 shares

    2.01% of the 13F portfolio, value $1,863,195.

    13F-HR 0001085146-25-002636 filed by BG Investment Services, 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 27,034 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,555,526.

    13F-HR 0001085146-25-001028 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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