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Fortis Capital Advisors, LLC: JEPI position timeline

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

Fortis Capital Advisors, LLC held 22,573 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,573 shares
    Change vs previous 13F -2,224 shares

    0.14% of the 13F portfolio, value $1,274,973.

    13F-HR 0001959790-26-000004 filed by Fortis Capital Advisors, LLC
    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 24,797 shares
    Change vs previous 13F +19,059 shares

    0.18% of the 13F portfolio, value $1,405,544.

    13F-HR 0001959790-26-000003 filed by Fortis Capital Advisors, LLC
    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 5,738 shares
    Change vs previous 13F -4,766 shares

    0.05% of the 13F portfolio, value $328,481.

    13F-HR 0001959790-26-000001 filed by Fortis Capital Advisors, LLC
    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 10,504 shares
    Change vs previous 13F +3,027 shares

    0.1% of the 13F portfolio, value $599,830.

    13F-HR 0001959790-25-000007 filed by Fortis Capital Advisors, LLC
    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 7,477 shares
    Change vs previous 13F -460 shares

    0.08% of the 13F portfolio, value $425,078.

    13F-HR 0001959790-25-000005 filed by Fortis Capital Advisors, LLC
    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 7,937 shares
    Change vs previous 13F +1,111 shares

    0.09% of the 13F portfolio, value $453,558.

    13F-HR 0001959790-25-000004 filed by Fortis Capital Advisors, LLC
    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 6,826 shares
    Change vs previous 13F +482 shares

    0.14% of the 13F portfolio, value $401,628.

    13F-HR 0001959790-25-000002 filed by Fortis Capital Advisors, LLC
    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 6,344 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $377,541.

    13F-HR 0001959790-24-000008 filed by Fortis Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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