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GILL CAPITAL PARTNERS, LLC: JEPI position timeline

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

GILL CAPITAL PARTNERS, LLC held 40,167 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,167 shares
    Change vs previous 13F -1,473 shares

    0.62% of the 13F portfolio, value $2,258,175.

    13F-HR 0000729563-26-000006 filed by GILL CAPITAL PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,640 shares
    Change vs previous 13F -7,987 shares

    0.62% of the 13F portfolio, value $2,351,817.

    13F-HR 0000729563-26-000004 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 49,627 shares
    Change vs previous 13F -1,004 shares

    0.81% of the 13F portfolio, value $2,812,886.

    13F-HR 0000729563-26-000003 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 50,631 shares
    Change vs previous 13F -4,664 shares

    0.88% of the 13F portfolio, value $2,898,124.

    13F-HR 0000729563-26-000001 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 55,295 shares
    Change vs previous 13F +4,414 shares

    0.96% of the 13F portfolio, value $3,157,335.

    13F-HR 0000729563-25-000009 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 50,881 shares
    Change vs previous 13F +5,253 shares

    0.93% of the 13F portfolio, value $2,892,563.

    13F-HR 0000729563-25-000008 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 45,628 shares
    Change vs previous 13F +4,032 shares

    0.9% of the 13F portfolio, value $2,607,159.

    13F-HR 0000729563-25-000007 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,596 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,393,022.

    13F-HR 0000729563-25-000001 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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