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Bouchey Financial Group, Ltd.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bouchey Financial Group, Ltd. on JEPI, newest first. How the timeline and the estimate are built.

Bouchey Financial Group, Ltd. held 551,039 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 551,039 shares
    Change vs previous 13F +21,656 shares

    2.01% of the 13F portfolio, value $31,122,701.

    13F-HR 0001951757-26-001070 filed by Bouchey Financial Group, Ltd.
    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 529,383 shares
    Change vs previous 13F +12,374 shares

    2.24% of the 13F portfolio, value $30,598,360.

    13F-HR 0001951757-26-000587 filed by Bouchey Financial Group, Ltd.
    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 517,009 shares
    Change vs previous 13F +42,993 shares

    2.22% of the 13F portfolio, value $29,663,044.

    13F-HR 0001951757-26-000213 filed by Bouchey Financial Group, Ltd.
    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 474,016 shares
    Change vs previous 13F +10,997 shares

    2.09% of the 13F portfolio, value $27,066,287.

    13F-HR 0001951757-25-001404 filed by Bouchey Financial Group, Ltd.
    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 463,019 shares
    Change vs previous 13F +10,208 shares

    2.19% of the 13F portfolio, value $26,322,618.

    13F-HR 0001951757-25-001053 filed by Bouchey Financial Group, Ltd.
    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 452,811 shares
    Change vs previous 13F +10,841 shares

    2.33% of the 13F portfolio, value $25,873,638.

    13F-HR 0001951757-25-000531 filed by Bouchey Financial Group, Ltd.
    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 441,970 shares
    Change vs previous 13F +29,690 shares

    2.23% of the 13F portfolio, value $25,471,114.

    13F-HR 0001951757-25-000182 filed by Bouchey Financial Group, Ltd.
    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 412,280 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $24,534,758.

    13F-HR 0001951757-24-001111 filed by Bouchey Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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