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Disclosery

DeDora Capital, Inc.: JEPI position timeline

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

DeDora Capital, Inc. held 159,611 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,611 shares
    Change vs previous 13F +18,135 shares

    1.96% of the 13F portfolio, value $9,014,826.

    13F-HR 0001172661-26-002597 filed by DeDora Capital, 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 141,476 shares
    Change vs previous 13F +5,782 shares

    1.97% of the 13F portfolio, value $8,018,853.

    13F-HR 0001172661-26-001537 filed by DeDora Capital, 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 135,694 shares
    Change vs previous 13F +17,647 shares

    1.84% of the 13F portfolio, value $7,767,115.

    13F-HR 0001172661-26-000258 filed by DeDora Capital, 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 118,047 shares
    Change vs previous 13F +22,482 shares

    1.63% of the 13F portfolio, value $6,740,457.

    13F-HR 0001172661-25-004478 filed by DeDora Capital, 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 95,565 shares
    Change vs previous 13F +84,271 shares

    1.42% of the 13F portfolio, value $5,432,870.

    13F-HR 0001172661-25-002777 filed by DeDora Capital, 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 11,294 shares
    Change vs previous 13F +2,169 shares

    0.19% of the 13F portfolio, value $645,339.

    13F-HR 0001172661-25-001577 filed by DeDora Capital, 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 9,125 shares
    Change vs previous 13F +1,243 shares

    0.14% of the 13F portfolio, value $524,961.

    13F-HR 0001172661-25-000418 filed by DeDora Capital, 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 7,882 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $469,058.

    13F-HR 0001172661-24-004315 filed by DeDora Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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