Skip to content
Disclosery

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.: JEPI position timeline

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

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. held 60,946 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,946 shares
    Change vs previous 13F +5,022 shares

    1.67% of the 13F portfolio, value $3,442,241.

    13F-HR 0001754960-26-000438 filed by FORESIGHT CAPITAL MANAGEMENT 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 ended2026-03-31
    13F 55,924 shares
    Change vs previous 13F +2,846 shares

    1.76% of the 13F portfolio, value $3,169,772.

    13F-HR 0001754960-26-000245 filed by FORESIGHT CAPITAL MANAGEMENT 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 ended2025-12-31
    13F 53,078 shares
    Change vs previous 13F +3,181 shares

    1.65% of the 13F portfolio, value $3,038,185.

    13F-HR 0001754960-26-000133 filed by FORESIGHT CAPITAL MANAGEMENT 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 ended2025-09-30
    13F 49,897 shares
    Change vs previous 13F +4,564 shares

    1.6% of the 13F portfolio, value $2,849,119.

    13F-HR 0001754960-25-000675 filed by FORESIGHT CAPITAL MANAGEMENT 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 ended2025-06-30
    13F 45,333 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,577,181.

    13F-HR 0001754960-25-000471 filed by FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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