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Cornell Pochily Investment Advisors, Inc.: JEPI position timeline

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

Cornell Pochily Investment Advisors, Inc. held 5,957 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,957 shares
    Change vs previous 13F -2,016 shares

    0.09% of the 13F portfolio, value $336,428.

    13F-HR 0001736260-26-000006 filed by Cornell Pochily Investment Advisors, 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 7,973 shares
    Change vs previous 13F -130 shares

    0.13% of the 13F portfolio, value $451,886.

    13F-HR 0001736260-26-000004 filed by Cornell Pochily Investment Advisors, 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 8,103 shares
    Change vs previous 13F -782 shares

    0.13% of the 13F portfolio, value $463,792.

    13F-HR 0001736260-26-000002 filed by Cornell Pochily Investment Advisors, 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 8,885 shares
    Change vs previous 13F -554 shares

    0.15% of the 13F portfolio, value $507,310.

    13F-HR 0001736260-25-000010 filed by Cornell Pochily Investment Advisors, 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 9,439 shares
    Change vs previous 13F +2,066 shares

    0.18% of the 13F portfolio, value $536,584.

    13F-HR 0001736260-25-000006 filed by Cornell Pochily Investment Advisors, 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 7,373 shares
    Change vs previous 13F +3,565 shares

    0.15% of the 13F portfolio, value $421,270.

    13F-HR 0001736260-25-000004 filed by Cornell Pochily Investment Advisors, Inc.
    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 3,808 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $219,064.

    13F-HR 0001736260-25-000001 filed by Cornell Pochily Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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