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Comprehensive Financial Planning, Inc./PA: JEPI position timeline

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

Comprehensive Financial Planning, Inc./PA held 8,226 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,226 shares
    Change vs previous 13F -848 shares

    0.25% of the 13F portfolio, value $464,581.

    13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
    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 9,074 shares
    Change vs previous 13F +172 shares

    0.36% of the 13F portfolio, value $514,344.

    13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
    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 8,902 shares
    Change vs previous 13F +202 shares

    0.34% of the 13F portfolio, value $509,569.

    13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
    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 8,700 shares
    Change vs previous 13F +514 shares

    0.34% of the 13F portfolio, value $496,795.

    13F-HR 0002044855-25-000008 filed by Comprehensive Financial Planning, Inc./PA
    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 8,186 shares
    Change vs previous 13F +2,189 shares

    0.37% of the 13F portfolio, value $465,373.

    13F-HR 0002044855-25-000006 filed by Comprehensive Financial Planning, Inc./PA
    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 5,997 shares
    Change vs previous 13F -5,192 shares

    0.33% of the 13F portfolio, value $342,707.

    13F-HR 0002044855-25-000005 filed by Comprehensive Financial Planning, Inc./PA
    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 11,189 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $643,725.

    13F-HR 0002044855-25-000001 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

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