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Disclosery

Financial Guidance Group, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Guidance Group, Inc. on JEPI, newest first. How the timeline and the estimate are built.

Financial Guidance Group, Inc. held 218,014 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,014 shares
    Change vs previous 13F -6,796 shares

    4.61% of the 13F portfolio, value $12,313,459.

    13F-HR 0001929349-26-000008 filed by Financial Guidance Group, Inc.
    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 224,810 shares
    Change vs previous 13F +3,653 shares

    5.12% of the 13F portfolio, value $12,742,231.

    13F-HR 0001929349-26-000004 filed by Financial Guidance Group, Inc.
    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 221,157 shares
    Change vs previous 13F +29,743 shares

    5.18% of the 13F portfolio, value $12,659,017.

    13F-HR 0001929349-26-000002 filed by Financial Guidance Group, Inc.
    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 191,414 shares
    Change vs previous 13F -1,641 shares

    4.9% of the 13F portfolio, value $10,929,749.

    13F-HR 0001929349-25-000005 filed by Financial Guidance Group, Inc.
    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 193,055 shares
    Change vs previous 13F -9,270 shares

    5.33% of the 13F portfolio, value $10,975,177.

    13F-HR 0001085146-25-004235 filed by Financial Guidance Group, Inc.
    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 202,325 shares
    Change vs previous 13F +8,149 shares

    6.24% of the 13F portfolio, value $11,560,853.

    13F-HR 0001085146-25-002270 filed by Financial Guidance Group, Inc.
    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 194,176 shares
    Change vs previous 13F -1,546 shares

    6.12% of the 13F portfolio, value $11,170,927.

    13F-HR 0001085146-25-000604 filed by Financial Guidance Group, Inc.
    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 195,722 shares
    Change vs previous 13F not available

    6.8% of the 13F portfolio, value $11,647,432.

    13F-HR 0001085146-24-005072 filed by Financial Guidance Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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