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Grandview Asset Management LLC: JEPI position timeline

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

Grandview Asset Management LLC held 8,725 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,725 shares
    Change vs previous 13F -1,212 shares

    0.12% of the 13F portfolio, value $492,796.

    13F-HR 0001766791-26-000004 filed by Grandview 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 9,937 shares
    Change vs previous 13F -1,879 shares

    0.16% of the 13F portfolio, value $563,258.

    13F-HR 0001766791-26-000003 filed by Grandview 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 11,816 shares
    Change vs previous 13F -507 shares

    0.19% of the 13F portfolio, value $676,335.

    13F-HR 0001766791-26-000001 filed by Grandview 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 12,323 shares
    Change vs previous 13F -2,653 shares

    0.2% of the 13F portfolio, value $703,665.

    13F-HR 0001766791-25-000006 filed by Grandview 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 14,976 shares
    Change vs previous 13F +1,181 shares

    0.27% of the 13F portfolio, value $851,000.

    13F-HR 0001766791-25-000005 filed by Grandview 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 13,795 shares
    Change vs previous 13F +10 shares

    0.3% of the 13F portfolio, value $788,000.

    13F-HR 0001766791-25-000004 filed by Grandview 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 13,785 shares
    Change vs previous 13F +5,655 shares

    0.29% of the 13F portfolio, value $793,000.

    13F-HR 0001766791-25-000001 filed by Grandview 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 8,130 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $484,000.

    13F-HR 0001766791-24-000013 filed by Grandview Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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