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Disclosery

F/m Investments LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of F/m Investments LLC on JEPI, newest first. How the timeline and the estimate are built.

F/m Investments LLC held 171,320 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,320 shares
    Change vs previous 13F -11,505 shares

    0.49% of the 13F portfolio, value $9,676,154.

    13F-HR 0001834499-26-000006 filed by F/m Investments LLC
    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 182,825 shares
    Change vs previous 13F -345 shares

    0.69% of the 13F portfolio, value $10,362,521.

    13F-HR 0001834499-26-000004 filed by F/m Investments LLC
    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 183,170 shares
    Change vs previous 13F -175 shares

    0.4% of the 13F portfolio, value $10,484,651.

    13F-HR 0001834499-26-000001 filed by F/m Investments LLC
    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 183,345 shares
    Change vs previous 13F -16,550 shares

    0.4% of the 13F portfolio, value $10,469,000.

    13F-HR 0001834499-25-000017 filed by F/m Investments LLC
    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 199,895 shares
    Change vs previous 13F -1,720 shares

    0.41% of the 13F portfolio, value $11,364,031.

    13F-HR 0001834499-25-000010 filed by F/m Investments LLC
    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 201,615 shares
    Change vs previous 13F -3,965 shares

    0.46% of the 13F portfolio, value $11,520,281.

    13F-HR 0001834499-25-000007 filed by F/m Investments LLC
    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 205,580 shares
    Change vs previous 13F +190,785 shares

    0.44% of the 13F portfolio, value $11,827,017.

    13F-HR 0001834499-25-000002 filed by F/m Investments LLC
    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 14,795 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $880,450.

    13F-HR 0001834499-24-000009 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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