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Chris Bulman Inc: JEPI position timeline

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

Chris Bulman Inc held 5,329 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,329 shares
    Change vs previous 13F -2,261 shares

    0.11% of the 13F portfolio, value $300,966.

    13F-HR 0002032404-26-000008 filed by Chris Bulman Inc
    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 7,590 shares
    Change vs previous 13F +1,922 shares

    0.19% of the 13F portfolio, value $430,185.

    13F-HR 0002032404-26-000006 filed by Chris Bulman Inc
    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 5,668 shares
    Change vs previous 13F +45 shares

    0.14% of the 13F portfolio, value $324,421.

    13F-HR 0002032404-26-000001 filed by Chris Bulman Inc
    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 5,623 shares
    Change vs previous 13F -95 shares

    0.16% of the 13F portfolio, value $321,065.

    13F-HR 0002032404-25-000006 filed by Chris Bulman Inc
    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 5,718 shares
    Change vs previous 13F +5,718 shares

    0.19% of the 13F portfolio, value $325,067.

    13F-HR 0002032404-25-000003 filed by Chris Bulman Inc
    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 0 shares
    Change vs previous 13F -4,049 shares

    13F-HR 0002032404-25-000002 filed by Chris Bulman Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 4,049 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $232,939.

    13F-HR 0002032404-25-000001 filed by Chris Bulman Inc
    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 4,043 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $240,599.

    13F-HR 0002032404-24-000003 filed by Chris Bulman Inc
    Filed (acceptance time not in the bulk data set), ingested

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