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Disclosery

Caprock Group, LLC: JEPI position timeline

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

Caprock Group, LLC held 115,149 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,149 shares
    Change vs previous 13F +67,227 shares

    0.12% of the 13F portfolio, value $6,503,555.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 47,922 shares
    Change vs previous 13F +2,186 shares

    0.07% of the 13F portfolio, value $2,716,116.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 45,736 shares
    Change vs previous 13F +311 shares

    0.06% of the 13F portfolio, value $2,637,498.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 45,425 shares
    Change vs previous 13F +33,958 shares

    0.06% of the 13F portfolio, value $2,596,068.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 11,467 shares
    Change vs previous 13F -96 shares

    0.02% of the 13F portfolio, value $655,254.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,563 shares
    Change vs previous 13F -1,064 shares

    0.02% of the 13F portfolio, value $669,813.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 12,627 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $751,490.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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