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Disclosery

Bouvel Investment Partners, LLC: JEPI position timeline

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

Bouvel Investment Partners, LLC held 0 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -147,035 shares

    13F-HR 0001839122-26-000006 filed by Bouvel Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 147,035 shares
    Change vs previous 13F +1,447 shares

    2.42% of the 13F portfolio, value $8,333,944.

    13F-HR 0001839122-26-000003 filed by Bouvel Investment 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 145,588 shares
    Change vs previous 13F +9,907 shares

    2.4% of the 13F portfolio, value $8,333,457.

    13F-HR 0001839122-26-000001 filed by Bouvel Investment 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 135,681 shares
    Change vs previous 13F -6,344 shares

    2.37% of the 13F portfolio, value $7,747,385.

    13F-HR 0001839122-25-000002 filed by Bouvel Investment 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 142,025 shares
    Change vs previous 13F -36,815 shares

    2.73% of the 13F portfolio, value $8,074,121.

    13F-HR 0001085146-25-003772 filed by Bouvel Investment 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 178,840 shares
    Change vs previous 13F +2,154 shares

    4% of the 13F portfolio, value $10,642,768.

    13F-HR 0001085146-25-002169 filed by Bouvel Investment 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 176,686 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $10,164,746.

    13F-HR 0001085146-25-000214 filed by Bouvel Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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