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Disclosery

Family Asset Management, LLC: JEPI position timeline

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

Family Asset Management, LLC held 20,277 JEPI shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 20,277 shares
    Change vs previous 13F -779 shares

    0.73% of the 13F portfolio, value $1,206,661.

    13F-HR 0001398344-24-019645 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 21,056 shares
    Change vs previous 13F -2,372 shares

    0.77% of the 13F portfolio, value $1,193,432.

    13F-HR 0001398344-24-013482 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 23,428 shares
    Change vs previous 13F +65 shares

    0.85% of the 13F portfolio, value $1,355,551.

    13F-HR 0001398344-24-009447 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 23,363 shares
    Change vs previous 13F -67 shares

    0.86% of the 13F portfolio, value $1,284,512.

    13F-HR 0001398344-24-002198 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 23,430 shares
    Change vs previous 13F -6,913 shares

    0.93% of the 13F portfolio, value $1,254,928.

    13F-HR 0001398344-23-020065 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 30,343 shares
    Change vs previous 13F -542 shares

    1.13% of the 13F portfolio, value $1,678,853.

    13F-HR 0001398344-23-013641 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 30,885 shares
    Change vs previous 13F +2,012 shares

    1.23% of the 13F portfolio, value $1,686,321.

    13F-HR 0001398344-23-008667 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 28,873 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,573,268.

    13F-HR 0001398344-23-000709 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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