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Chicago Partners Investment Group LLC: JEPI position timeline

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

Chicago Partners Investment Group LLC held 382,036 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,036 shares
    Change vs previous 13F +9,090 shares

    0.43% of the 13F portfolio, value $21,554,446.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment 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 372,946 shares
    Change vs previous 13F +10,298 shares

    0.48% of the 13F portfolio, value $21,369,807.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment 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 362,648 shares
    Change vs previous 13F +41,892 shares

    0.52% of the 13F portfolio, value $21,171,408.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment 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 320,756 shares
    Change vs previous 13F +25,442 shares

    0.48% of the 13F portfolio, value $18,356,855.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment 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 ended2025-06-30
    13F 295,314 shares
    Change vs previous 13F +33,034 shares

    0.49% of the 13F portfolio, value $16,900,821.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment 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 ended2025-03-31
    13F 262,280 shares
    Change vs previous 13F +38,418 shares

    0.49% of the 13F portfolio, value $14,603,724.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment 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 ended2024-12-31
    13F 223,862 shares
    Change vs previous 13F +218,627 shares

    0.43% of the 13F portfolio, value $12,959,345.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 5,235 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $311,661.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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