Skip to content
Disclosery

Blue Trust, Inc.: JEPI position timeline

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

Blue Trust, Inc. held 34,721 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,721 shares
    Change vs previous 13F -4,195 shares

    0.02% of the 13F portfolio, value $1,961,016.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 38,916 shares
    Change vs previous 13F +3,557 shares

    0.03% of the 13F portfolio, value $2,205,751.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 35,359 shares
    Change vs previous 13F +16,728 shares

    0.02% of the 13F portfolio, value $2,023,970.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 18,631 shares
    Change vs previous 13F -263 shares

    0.01% of the 13F portfolio, value $1,063,837.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 18,894 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $1,074,127.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 18,878 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $1,078,706.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 18,867 shares
    Change vs previous 13F +15,499 shares

    0.01% of the 13F portfolio, value $1,085,443.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 3,368 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $190,920.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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