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Disclosery

Curran Financial Partners, LLC: JEPI position timeline

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

Curran Financial Partners, LLC held 461,348 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 461,348 shares
    Change vs previous 13F +55,764 shares

    3.88% of the 13F portfolio, value $26,056,931.

    13F-HR 0001843867-26-000004 filed by Curran Financial Partners, 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 405,584 shares
    Change vs previous 13F +35,918 shares

    4.12% of the 13F portfolio, value $22,988,480.

    13F-HR 0001843867-26-000003 filed by Curran Financial Partners, 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 369,666 shares
    Change vs previous 13F +29,396 shares

    4.02% of the 13F portfolio, value $21,159,697.

    13F-HR 0001843867-26-000001 filed by Curran Financial Partners, 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 340,270 shares
    Change vs previous 13F +37,854 shares

    3.84% of the 13F portfolio, value $19,429,389.

    13F-HR 0001843867-25-000011 filed by Curran Financial Partners, 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 302,416 shares
    Change vs previous 13F +26,976 shares

    3.8% of the 13F portfolio, value $17,192,337.

    13F-HR 0001843867-25-000007 filed by Curran Financial Partners, 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 275,440 shares
    Change vs previous 13F +29,886 shares

    3.86% of the 13F portfolio, value $15,738,665.

    13F-HR 0001843867-25-000005 filed by Curran Financial Partners, 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 245,554 shares
    Change vs previous 13F +21,146 shares

    3.71% of the 13F portfolio, value $14,126,732.

    13F-HR 0001843867-25-000002 filed by Curran Financial Partners, 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 224,408 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $13,354,511.

    13F-HR 0001843867-24-000005 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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