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Disclosery

Fullerton Advisors, LLC: JEPI position timeline

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

Fullerton Advisors, LLC held 0 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -35,804 shares

    13F-HR 0002085853-26-000865 filed by Fullerton Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 35,804 shares
    Change vs previous 13F -2,879 shares

    2.1% of the 13F portfolio, value $2,029,345.

    13F-HR 0002085853-26-000445 filed by Fullerton 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 38,683 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $2,214,232.

    13F-HR 0002085853-26-000165 filed by Fullerton Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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