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Garden State Investment Advisory Services LLC: JEPI position timeline

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

Garden State Investment Advisory Services LLC held 138,440 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,440 shares
    Change vs previous 13F +5,050 shares

    1.53% of the 13F portfolio, value $7,819,065.

    13F-HR 0001172661-26-003239 filed by Garden State Investment Advisory Services 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 133,390 shares
    Change vs previous 13F +416 shares

    1.81% of the 13F portfolio, value $7,567,652.

    13F-HR 0001172661-26-001823 filed by Garden State Investment Advisory Services 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 132,974 shares
    Change vs previous 13F -1,001 shares

    1.82% of the 13F portfolio, value $7,651,009.

    13F-HR 0001172661-26-001111 filed by Garden State Investment Advisory Services 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 133,975 shares
    Change vs previous 13F +12,544 shares

    1.94% of the 13F portfolio, value $7,650,203.

    13F-HR 0001172661-25-005079 filed by Garden State Investment Advisory Services 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 121,431 shares
    Change vs previous 13F -3,041 shares

    1.87% of the 13F portfolio, value $6,910,001.

    13F-HR 0001172661-25-003454 filed by Garden State Investment Advisory Services 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 124,472 shares
    Change vs previous 13F +14,782 shares

    2.28% of the 13F portfolio, value $7,118,764.

    13F-HR 0001172661-25-002081 filed by Garden State Investment Advisory Services 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 109,690 shares
    Change vs previous 13F +7,896 shares

    1.95% of the 13F portfolio, value $6,336,000.

    13F-HR 0001172661-25-000837 filed by Garden State Investment Advisory Services 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/A 101,794 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $6,062,293.

    13F-HR/A 0001172661-24-005409 filed by Garden State Investment Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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