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Disclosery

Focus Financial Network, Inc.: JEPI position timeline

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

Focus Financial Network, Inc. held 60,176 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 60,176 shares
    Change vs previous 13F -8,398 shares

    0.11% of the 13F portfolio, value $3,398,729.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, 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 68,574 shares
    Change vs previous 13F -4,381 shares

    0.14% of the 13F portfolio, value $3,886,751.

    13F-HR 0001754960-26-000242 filed by Focus Financial 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 ended2025-12-31
    13F 72,955 shares
    Change vs previous 13F +6,285 shares

    0.15% of the 13F portfolio, value $4,207,115.

    13F-HR 0001754960-26-000023 filed by Focus Financial 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 ended2025-09-30
    13F 66,670 shares
    Change vs previous 13F +2,586 shares

    0.14% of the 13F portfolio, value $3,806,847.

    13F-HR 0001754960-25-000655 filed by Focus Financial 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 ended2025-06-30
    13F 64,084 shares
    Change vs previous 13F +9,159 shares

    0.14% of the 13F portfolio, value $3,643,196.

    13F-HR 0001754960-25-000338 filed by Focus Financial 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 ended2025-03-31
    13F 54,925 shares
    Change vs previous 13F +1,449 shares

    0.13% of the 13F portfolio, value $3,138,412.

    13F-HR 0001754960-25-000196 filed by Focus Financial 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 ended2024-12-31
    13F 53,476 shares
    Change vs previous 13F +14,387 shares

    0.12% of the 13F portfolio, value $3,096,930.

    13F-HR 0001754960-25-000080 filed by Focus Financial 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 ended2024-09-30
    13F 39,089 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,326,198.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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