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Disclosery

Encompass More Asset Management: JEPI position timeline

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

Encompass More Asset Management held 15,610 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,610 shares
    Change vs previous 13F +2,060 shares

    0.13% of the 13F portfolio, value $881,676.

    13F-HR 0001172661-26-002605 filed by Encompass More Asset Management
    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 13,550 shares
    Change vs previous 13F +322 shares

    0.13% of the 13F portfolio, value $767,993.

    13F-HR 0001172661-26-001550 filed by Encompass More Asset Management
    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 13,228 shares
    Change vs previous 13F +8,977 shares

    0.14% of the 13F portfolio, value $757,163.

    13F-HR 0001172661-26-000441 filed by Encompass More Asset Management
    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 4,251 shares
    Change vs previous 13F +55 shares

    0.05% of the 13F portfolio, value $242,708.

    13F-HR 0001172661-25-004323 filed by Encompass More Asset Management
    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 4,196 shares
    Change vs previous 13F -229 shares

    0.06% of the 13F portfolio, value $238,520.

    13F-HR 0001172661-25-002930 filed by Encompass More Asset Management
    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 4,425 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $252,875.

    13F-HR 0001172661-25-001631 filed by Encompass More Asset Management
    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 4,409 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $253,675.

    13F-HR 0001172661-25-000273 filed by Encompass More Asset Management
    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 4,393 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $261,427.

    13F-HR 0001172661-24-005312 filed by Encompass More Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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