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Centerpoint Advisors, LLC: JEPI position timeline

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

Centerpoint Advisors, LLC held 1,505 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,505 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $85,000.

    13F-HR 0001733788-26-000005 filed by Centerpoint 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 ended2026-03-31
    13F 1,478 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $84,000.

    13F-HR 0001733788-26-000003 filed by Centerpoint 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 ended2025-12-31
    13F 1,456 shares
    Change vs previous 13F +270 shares

    0.03% of the 13F portfolio, value $83,000.

    13F-HR 0001733788-26-000001 filed by Centerpoint 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 ended2025-09-30
    13F 1,186 shares
    Change vs previous 13F +220 shares

    0.02% of the 13F portfolio, value $68,000.

    13F-HR 0001733788-25-000006 filed by Centerpoint 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 ended2025-06-30
    13F 966 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $55,000.

    13F-HR 0001733788-25-000004 filed by Centerpoint 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 ended2025-03-31
    13F 942 shares
    Change vs previous 13F +91 shares

    0.02% of the 13F portfolio, value $54,000.

    13F-HR 0001733788-25-000003 filed by Centerpoint 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 ended2024-12-31
    13F 851 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $49,000.

    13F-HR 0001733788-25-000001 filed by Centerpoint 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 ended2024-09-30
    13F 835 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $50,000.

    13F-HR 0001733788-24-000007 filed by Centerpoint Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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