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Disclosery

Bravias Capital Group, LLC: JEPI position timeline

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

Bravias Capital Group, LLC held 22,536 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,536 shares
    Change vs previous 13F +526 shares

    0.76% of the 13F portfolio, value $1,272,839.

    13F-HR 0002054328-26-000003 filed by Bravias Capital Group, 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 22,010 shares
    Change vs previous 13F -1 shares

    0.82% of the 13F portfolio, value $1,247,525.

    13F-HR 0002054328-26-000002 filed by Bravias Capital Group, 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 22,011 shares
    Change vs previous 13F +8,404 shares

    0.76% of the 13F portfolio, value $1,259,907.

    13F-HR 0002054328-26-000001 filed by Bravias Capital Group, 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 13,607 shares
    Change vs previous 13F -23,243 shares

    0.52% of the 13F portfolio, value $776,961.

    13F-HR 0002054328-25-000002 filed by Bravias Capital Group, 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 36,850 shares
    Change vs previous 13F -2,951 shares

    1.54% of the 13F portfolio, value $2,094,914.

    13F-HR 0001085146-25-004938 filed by Bravias Capital Group, 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 39,801 shares
    Change vs previous 13F +3,488 shares

    1.84% of the 13F portfolio, value $2,274,225.

    13F-HR 0001085146-25-002879 filed by Bravias Capital Group, 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 36,313 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,141,394.

    13F-HR 0001085146-25-000835 filed by Bravias Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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