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Farther Finance Advisors, LLC: JEPI position timeline

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

Farther Finance Advisors, LLC held 302,533 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 302,533 shares
    Change vs previous 13F +98,913 shares

    0.12% of the 13F portfolio, value $17,008,401.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 203,620 shares
    Change vs previous 13F -117,876 shares

    0.09% of the 13F portfolio, value $11,500,446.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 321,496 shares
    Change vs previous 13F -16,491 shares

    0.17% of the 13F portfolio, value $18,135,564.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 337,987 shares
    Change vs previous 13F +283,389 shares

    0.21% of the 13F portfolio, value $19,346,366.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 54,598 shares
    Change vs previous 13F -87,406 shares

    0.05% of the 13F portfolio, value $3,117,519.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 142,004 shares
    Change vs previous 13F -39,022 shares

    0.16% of the 13F portfolio, value $8,072,955.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 181,026 shares
    Change vs previous 13F +139,186 shares

    0.26% of the 13F portfolio, value $10,276,818.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,840 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,407,030.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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