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Disclosery

FINANCIAL COUNSELORS INC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL COUNSELORS INC on JEPI, newest first. How the timeline and the estimate are built.

FINANCIAL COUNSELORS INC held 0 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-08-01.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -349,352 shares

    13F-HR 0000949623-25-000009 filed by FINANCIAL COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 349,352 shares
    Change vs previous 13F +70,166 shares

    0.3% of the 13F portfolio, value $19,961,973.

    13F-HR 0000949623-25-000006 filed by FINANCIAL COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 279,186 shares
    Change vs previous 13F +54,948 shares

    0.23% of the 13F portfolio, value $16,061,571.

    13F-HR 0000949623-25-000002 filed by FINANCIAL COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 224,238 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $13,344,403.

    13F-HR 0000949623-24-000014 filed by FINANCIAL COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

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