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Cornerstone Advisory, LLC: JEPI position timeline

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

Cornerstone Advisory, LLC held 2,079,263 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,079,263 shares
    Change vs previous 13F +48,703 shares

    9.75% of the 13F portfolio, value $117,436,773.

    13F-HR 0001765380-26-000238 filed by Cornerstone Advisory, 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 2,030,560 shares
    Change vs previous 13F +68,589 shares

    10.9% of the 13F portfolio, value $115,092,150.

    13F-HR 0001765380-26-000144 filed by Cornerstone Advisory, 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 1,961,971 shares
    Change vs previous 13F -64,331 shares

    10.71% of the 13F portfolio, value $112,303,200.

    13F-HR 0001765380-26-000050 filed by Cornerstone Advisory, 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 2,026,302 shares
    Change vs previous 13F +64,271 shares

    11.36% of the 13F portfolio, value $115,701,832.

    13F-HR 0001765380-25-000443 filed by Cornerstone Advisory, 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 1,962,031 shares
    Change vs previous 13F +35,587 shares

    11.98% of the 13F portfolio, value $111,541,437.

    13F-HR 0001765380-25-000271 filed by Cornerstone Advisory, 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 1,926,444 shares
    Change vs previous 13F +81,845 shares

    12.45% of the 13F portfolio, value $106,705,752.

    13F-HR 0001765380-25-000178 filed by Cornerstone Advisory, 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 1,844,599 shares
    Change vs previous 13F +116,628 shares

    12.4% of the 13F portfolio, value $109,144,896.

    13F-HR 0001765380-25-000128 filed by Cornerstone Advisory, 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 1,727,971 shares
    Change vs previous 13F not available

    13.53% of the 13F portfolio, value $102,831,551.

    13F-HR 0001765380-24-000416 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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