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Disclosery

BTS Asset Management, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTS Asset Management, Inc. on JEPI, newest first. How the timeline and the estimate are built.

BTS Asset Management, Inc. held 25,958 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,958 shares
    Change vs previous 13F +4,903 shares

    3.09% of the 13F portfolio, value $1,466,129.

    13F-HR 0001580642-26-005331 filed by BTS Asset Management, Inc.
    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 21,055 shares
    Change vs previous 13F +486 shares

    4.6% of the 13F portfolio, value $1,193,390.

    13F-HR 0001580642-26-003151 filed by BTS Asset Management, Inc.
    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 20,569 shares
    Change vs previous 13F -447 shares

    1.59% of the 13F portfolio, value $1,178,637.

    13F-HR 0001580642-26-000400 filed by BTS Asset Management, Inc.
    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 21,016 shares
    Change vs previous 13F +11,357 shares

    1.54% of the 13F portfolio, value $1,200,016.

    13F-HR 0001580642-25-007234 filed by BTS Asset Management, Inc.
    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 9,659 shares
    Change vs previous 13F +271 shares

    0.66% of the 13F portfolio, value $549,101.

    13F-HR 0001580642-25-004611 filed by BTS Asset Management, Inc.
    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 9,388 shares
    Change vs previous 13F -1,045 shares

    0.61% of the 13F portfolio, value $536,423.

    13F-HR 0001580642-25-002393 filed by BTS Asset Management, Inc.
    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 10,433 shares
    Change vs previous 13F -804 shares

    0.6% of the 13F portfolio, value $600,206.

    13F-HR 0001580642-25-000317 filed by BTS Asset Management, Inc.
    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 11,237 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $615,151.

    13F-HR 0001580642-24-006261 filed by BTS Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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