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Disclosery

Econ Financial Services Corp: JEPI position timeline

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

Econ Financial Services Corp held 0 JEPI shares at 2025-03-31 per its 13F-HR filed 2025-04-23.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -29,966 shares

    13F-HR 0001659718-25-000005 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 29,966 shares
    Change vs previous 13F +8,485 shares

    0.99% of the 13F portfolio, value $1,723,944.

    13F-HR 0001659718-25-000003 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 21,481 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,278,334.

    13F-HR 0001659718-24-000006 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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