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Edgemoor Investment Advisors, Inc.: JEPI position timeline

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

Edgemoor Investment Advisors, Inc. held 177,479 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,479 shares
    Change vs previous 13F +6,552 shares

    0.68% of the 13F portfolio, value $10,024,035.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, 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 170,927 shares
    Change vs previous 13F +9,479 shares

    0.76% of the 13F portfolio, value $9,688,180.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, 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 161,448 shares
    Change vs previous 13F +9,812 shares

    0.72% of the 13F portfolio, value $9,241,322.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, 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 151,636 shares
    Change vs previous 13F +8,552 shares

    0.67% of the 13F portfolio, value $8,658,454.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, 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 143,084 shares
    Change vs previous 13F +5,473 shares

    0.7% of the 13F portfolio, value $8,134,363.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, 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 137,611 shares
    Change vs previous 13F +7,510 shares

    0.72% of the 13F portfolio, value $7,863,131.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, 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 130,101 shares
    Change vs previous 13F +11,113 shares

    0.66% of the 13F portfolio, value $7,484,749.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, 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 118,988 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,081,016.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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