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Disclosery

Caitlin John, LLC: JEPI position timeline

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

Caitlin John, LLC held 4,290 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,290 shares
    Change vs previous 13F +248 shares

    0.13% of the 13F portfolio, value $242,289.

    13F-HR 0002010947-26-000003 filed by Caitlin John, 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 4,042 shares
    Change vs previous 13F +1,712 shares

    0.14% of the 13F portfolio, value $229,075.

    13F-HR 0002010947-26-000002 filed by Caitlin John, 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 2,330 shares
    Change vs previous 13F -2,047 shares

    0.09% of the 13F portfolio, value $133,391.

    13F-HR 0002010947-26-000001 filed by Caitlin John, 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 4,377 shares
    Change vs previous 13F +84 shares

    0.17% of the 13F portfolio, value $249,934.

    13F-HR 0002010947-25-000010 filed by Caitlin John, 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 4,293 shares
    Change vs previous 13F +195 shares

    0.22% of the 13F portfolio, value $244,045.

    13F-HR 0002010947-25-000009 filed by Caitlin John, 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 4,098 shares
    Change vs previous 13F +1,457 shares

    0.23% of the 13F portfolio, value $234,176.

    13F-HR 0002010947-25-000007 filed by Caitlin John, 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 2,641 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $151,945.

    13F-HR 0002010947-25-000001 filed by Caitlin John, 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 2,624 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $157,469.

    13F-HR 0002010947-24-000003 filed by Caitlin John, LLC
    Filed (acceptance time not in the bulk data set), ingested

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