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FLPUTNAM INVESTMENT MANAGEMENT CO: JEPI position timeline

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

FLPUTNAM INVESTMENT MANAGEMENT CO held 13,032 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,032 shares
    Change vs previous 13F -8,516 shares

    0.01% of the 13F portfolio, value $736,066.

    13F-HR 0001140334-26-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 21,548 shares
    Change vs previous 13F +2,098 shares

    0.02% of the 13F portfolio, value $1,221,359.

    13F-HR 0001140334-26-000003 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 19,450 shares
    Change vs previous 13F +722 shares

    0.02% of the 13F portfolio, value $1,113,337.

    13F-HR 0001140334-26-000001 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 18,728 shares
    Change vs previous 13F +1,020 shares

    0.02% of the 13F portfolio, value $1,069,377.

    13F-HR 0001140334-25-000007 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 17,708 shares
    Change vs previous 13F -11,928 shares

    0.02% of the 13F portfolio, value $1,006,706.

    13F-HR 0001140334-25-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 29,636 shares
    Change vs previous 13F +5,460 shares

    0.03% of the 13F portfolio, value $1,693,408.

    13F-HR 0001140334-25-000004 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 24,176 shares
    Change vs previous 13F +7,064 shares

    0.03% of the 13F portfolio, value $1,390,844.

    13F-HR 0001140334-25-000001 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 17,112 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,018,353.

    13F-HR 0001140334-24-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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