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Disclosery

First Horizon Advisors, Inc.: JEPI position timeline

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

First Horizon Advisors, Inc. held 2,221 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,221 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $126,276.

    13F-HR 0001588539-25-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,038 shares
    Change vs previous 13F -3,923 shares

    <0.01% of the 13F portfolio, value $116,454.

    13F-HR 0001588539-25-000002 filed by First Horizon Advisors, 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 5,961 shares
    Change vs previous 13F +4,120 shares

    0.01% of the 13F portfolio, value $342,935.

    13F-HR 0001588539-25-000001 filed by First Horizon Advisors, 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 1,841 shares
    Change vs previous 13F +1,326 shares

    <0.01% of the 13F portfolio, value $109,557.

    13F-HR 0000036966-24-000096 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 515 shares
    Change vs previous 13F -3,658 shares

    <0.01% of the 13F portfolio, value $29,189.

    13F-HR 0000036966-24-000075 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 4,173 shares
    Change vs previous 13F +2,005 shares

    0.01% of the 13F portfolio, value $241,489.

    13F-HR 0001588539-24-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,168 shares
    Change vs previous 13F +360 shares

    <0.01% of the 13F portfolio, value $119,234.

    13F-HR 0001588539-24-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,836.

    13F-HR 0001588539-23-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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