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Disclosery

Blue Chip Partners, LLC: JEPI position timeline

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

Blue Chip Partners, LLC held 20,068 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,068 shares
    Change vs previous 13F +697 shares

    0.07% of the 13F portfolio, value $1,133,469.

    13F-HR 0001632801-26-000004 filed by Blue Chip Partners, 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 19,371 shares
    Change vs previous 13F +6,058 shares

    0.08% of the 13F portfolio, value $1,097,928.

    13F-HR 0001632801-26-000003 filed by Blue Chip Partners, 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 13,313 shares
    Change vs previous 13F -6,434 shares

    0.06% of the 13F portfolio, value $762,057.

    13F-HR 0001632801-26-000001 filed by Blue Chip Partners, 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 19,747 shares
    Change vs previous 13F +3,392 shares

    0.08% of the 13F portfolio, value $1,127,546.

    13F-HR 0001632801-25-000009 filed by Blue Chip Partners, 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 16,355 shares
    Change vs previous 13F +192 shares

    0.08% of the 13F portfolio, value $929,769.

    13F-HR 0001632801-25-000005 filed by Blue Chip Partners, 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 16,163 shares
    Change vs previous 13F -402 shares

    0.08% of the 13F portfolio, value $923,561.

    13F-HR 0001632801-25-000004 filed by Blue Chip Partners, 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 16,565 shares
    Change vs previous 13F -174 shares

    0.08% of the 13F portfolio, value $952,981.

    13F-HR 0001632801-25-000002 filed by Blue Chip Partners, 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 16,739 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $996,121.

    13F-HR 0001632801-24-000006 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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