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Bristlecone Advisors, LLC: JEPI position timeline

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

Bristlecone Advisors, LLC held 54,021 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 54,021 shares
    Change vs previous 13F -2,757 shares

    0.26% of the 13F portfolio, value $3,084,600.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 56,778 shares
    Change vs previous 13F +2,383 shares

    0.27% of the 13F portfolio, value $3,227,830.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 54,395 shares
    Change vs previous 13F -943 shares

    0.25% of the 13F portfolio, value $3,108,131.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 55,338 shares
    Change vs previous 13F -1,180 shares

    0.25% of the 13F portfolio, value $3,183,596.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 56,518 shares
    Change vs previous 13F -5,317 shares

    0.27% of the 13F portfolio, value $3,363,387.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 61,835 shares
    Change vs previous 13F -4,094 shares

    0.3% of the 13F portfolio, value $3,504,808.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 65,929 shares
    Change vs previous 13F +4,887 shares

    0.34% of the 13F portfolio, value $3,814,652.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 61,042 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,356,090.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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