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Cetera Investment Advisers: JEPI position timeline

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

Cetera Investment Advisers held 6,909,528 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,909,528 shares
    Change vs previous 13F +825,754 shares

    0.36% of the 13F portfolio, value $390,250,211.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 6,083,774 shares
    Change vs previous 13F +553,011 shares

    0.37% of the 13F portfolio, value $344,828,338.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 5,530,763 shares
    Change vs previous 13F +370,330 shares

    0.35% of the 13F portfolio, value $316,580,904.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 5,160,433 shares
    Change vs previous 13F +1,465,565 shares

    0.34% of the 13F portfolio, value $294,660,771.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 3,694,868 shares
    Change vs previous 13F -170,552 shares

    0.35% of the 13F portfolio, value $210,053,261.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 3,865,420 shares
    Change vs previous 13F +241,170 shares

    0.43% of the 13F portfolio, value $220,870,045.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 3,624,250 shares
    Change vs previous 13F -224,897 shares

    0.44% of the 13F portfolio, value $208,503,098.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 3,849,147 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $229,062,748.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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