Skip to content
Disclosery

Financial Management Professionals, Inc.: JEPI position timeline

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

Financial Management Professionals, Inc. held 525 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 525 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $29,656.

    13F-HR 0001568132-26-000005 filed by Financial Management Professionals, 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 513 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $29,105.

    13F-HR 0001568132-26-000003 filed by Financial Management Professionals, 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 504 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $29,048.

    13F-HR 0001568132-26-000002 filed by Financial Management Professionals, 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 494 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $28,224.

    13F-HR 0001568132-25-000007 filed by Financial Management Professionals, 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 485 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $27,548.

    13F-HR 0001568132-25-000004 filed by Financial Management Professionals, 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 472 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $26,987.

    13F-HR 0001568132-25-000003 filed by Financial Management Professionals, 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 464 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $26,688.

    13F-HR 0001568132-25-000001 filed by Financial Management Professionals, 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 455 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,000.

    13F-HR 0001568132-24-000006 filed by Financial Management Professionals, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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