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CERTIOR FINANCIAL GROUP, LLC: JEPI position timeline

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

CERTIOR FINANCIAL GROUP, LLC held 19,243 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,243 shares
    Change vs previous 13F +7,432 shares

    0.6% of the 13F portfolio, value $1,086,845.

    13F-HR 0001104659-26-084938 filed by CERTIOR FINANCIAL 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 11,811 shares
    Change vs previous 13F +3,891 shares

    0.43% of the 13F portfolio, value $669,447.

    13F-HR 0001104659-26-049297 filed by CERTIOR FINANCIAL 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 7,920 shares
    Change vs previous 13F +1,676 shares

    0.31% of the 13F portfolio, value $453,341.

    13F-HR 0001104659-26-010102 filed by CERTIOR FINANCIAL 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 6,244 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $356,532.

    13F-HR 0001104659-25-104742 filed by CERTIOR FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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