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FINANCIAL MANAGEMENT NETWORK INC: JEPI position timeline

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

FINANCIAL MANAGEMENT NETWORK INC held 61,202 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,202 shares
    Change vs previous 13F +921 shares

    0.49% of the 13F portfolio, value $3,433,404.

    13F-HR 0001754960-26-000825 filed by FINANCIAL MANAGEMENT NETWORK INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,281 shares
    Change vs previous 13F -1,410 shares

    0.49% of the 13F portfolio, value $3,408,866.

    13F-HR 0001754960-26-000687 filed by FINANCIAL MANAGEMENT NETWORK INC
    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 61,691 shares
    Change vs previous 13F +3,410 shares

    0.55% of the 13F portfolio, value $3,565,749.

    13F-HR 0001754960-26-000267 filed by FINANCIAL MANAGEMENT NETWORK INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 58,281 shares
    Change vs previous 13F +2,800 shares

    0.53% of the 13F portfolio, value $3,340,680.

    13F-HR 0001754960-26-000016 filed by FINANCIAL MANAGEMENT NETWORK INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 55,481 shares
    Change vs previous 13F +8,576 shares

    0.52% of the 13F portfolio, value $3,160,749.

    13F-HR 0001754960-25-000719 filed by FINANCIAL MANAGEMENT NETWORK INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 46,905 shares
    Change vs previous 13F +1,605 shares

    0.48% of the 13F portfolio, value $2,671,731.

    13F-HR 0001754960-25-000332 filed by FINANCIAL MANAGEMENT NETWORK INC
    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 45,300 shares
    Change vs previous 13F -880 shares

    0.53% of the 13F portfolio, value $2,353,339.

    13F-HR 0001754960-25-000283 filed by FINANCIAL MANAGEMENT NETWORK INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,180 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,677,541.

    13F-HR 0001754960-25-000088 filed by FINANCIAL MANAGEMENT NETWORK INC
    Filed (acceptance time not in the bulk data set), ingested

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