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Frontier Asset Management, LLC: JEPI position timeline

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

Frontier Asset Management, LLC held 40,130 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 40,130 shares
    Change vs previous 13F +3,083 shares

    0.41% of the 13F portfolio, value $2,266,524.

    13F-HR 0001420506-26-001417 filed by Frontier Asset Management, 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 37,047 shares
    Change vs previous 13F -2,961 shares

    0.44% of the 13F portfolio, value $2,099,799.

    13F-HR 0001420506-26-000810 filed by Frontier Asset Management, 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 40,008 shares
    Change vs previous 13F +2,731 shares

    0.53% of the 13F portfolio, value $2,290,020.

    13F-HR 0001420506-26-000144 filed by Frontier Asset Management, 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 37,277 shares
    Change vs previous 13F +4,167 shares

    0.53% of the 13F portfolio, value $2,128,510.

    13F-HR 0001420506-25-002926 filed by Frontier Asset Management, 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 33,110 shares
    Change vs previous 13F -11 shares

    0.51% of the 13F portfolio, value $1,882,324.

    13F-HR 0001910146-25-000008 filed by Frontier Asset Management, 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 33,121 shares
    Change vs previous 13F -3,377 shares

    0.55% of the 13F portfolio, value $1,892,508.

    13F-HR 0001910146-25-000004 filed by Frontier Asset Management, 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 36,498 shares
    Change vs previous 13F +530 shares

    0.69% of the 13F portfolio, value $2,099,749.

    13F-HR 0001910146-25-000001 filed by Frontier Asset Management, 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 35,968 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,140,461.

    13F-HR 0001910146-24-000006 filed by Frontier Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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