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Disclosery

Bull Harbor Capital LLC: JEPI position timeline

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

Bull Harbor Capital LLC held 8,713 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,713 shares
    Change vs previous 13F +2,435 shares

    0.1% of the 13F portfolio, value $492,110.

    13F-HR 0002135047-26-000006 filed by Bull Harbor Capital 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 6,278 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $355,837.

    13F-HR 0002135047-26-000004 filed by Bull Harbor Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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