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Disclosery

Ebert Capital Management Inc.: JEPI position timeline

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

Ebert Capital Management Inc. held 13,938 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,938 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $783,594.

    13F-HR 0002085853-26-001119 filed by Ebert Capital Management Inc.
    Accepted , ingested