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Disclosery

BRIGHTON JONES LLC: JEPI position timeline

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

BRIGHTON JONES LLC held 8,271 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,271 shares
    Change vs previous 13F -4,591 shares

    0.01% of the 13F portfolio, value $467,125.

    13F-HR 0001360798-26-000005 filed by BRIGHTON JONES 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/A 12,862 shares
    Change vs previous 13F -114,666 shares

    0.02% of the 13F portfolio, value $728,992.

    13F-HR/A 0001360798-26-000004 filed by BRIGHTON JONES 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 127,528 shares
    Change vs previous 13F +120,087 shares

    0.27% of the 13F portfolio, value $7,299,704.

    13F-HR 0001360798-26-000001 filed by BRIGHTON JONES 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 7,441 shares
    Change vs previous 13F -9,981 shares

    0.01% of the 13F portfolio, value $424,860.

    13F-HR 0001085146-25-005933 filed by BRIGHTON JONES 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 17,422 shares
    Change vs previous 13F +10,146 shares

    0.03% of the 13F portfolio, value $990,428.

    13F-HR 0001085146-25-004370 filed by BRIGHTON JONES 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 7,276 shares
    Change vs previous 13F +281 shares

    0.01% of the 13F portfolio, value $415,766.

    13F-HR 0001085146-25-002166 filed by BRIGHTON JONES 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/A 6,995 shares
    Change vs previous 13F +6,995 shares

    0.01% of the 13F portfolio, value $402,433.

    13F-HR/A 0001085146-25-001793 filed by BRIGHTON JONES 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/A 0 shares
    Change vs previous 13F not available

    13F-HR/A 0001085146-25-001792 filed by BRIGHTON JONES 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.