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Disclosery

Greater Midwest Financial Group, LLC: JEPI position timeline

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

Greater Midwest Financial Group, LLC held 0 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -54,804 shares

    13F-HR 0002025409-26-000002 filed by Greater Midwest Financial Group, 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 ended2025-12-31
    13F 54,804 shares
    Change vs previous 13F -45,414 shares

    1.75% of the 13F portfolio, value $3,136,954.

    13F-HR 0002025409-26-000001 filed by Greater Midwest Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 100,218 shares
    Change vs previous 13F +4,311 shares

    3.69% of the 13F portfolio, value $5,722,447.

    13F-HR 0002025409-25-000002 filed by Greater Midwest Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 95,907 shares
    Change vs previous 13F +6,404 shares

    4.16% of the 13F portfolio, value $5,452,314.

    13F-HR 0001221073-25-000071 filed by Greater Midwest Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 89,503 shares
    Change vs previous 13F +5,951 shares

    3.56% of the 13F portfolio, value $5,114,225.

    13F-HR 0001221073-25-000044 filed by Greater Midwest Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 83,552 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $4,806,769.

    13F-HR 0001221073-25-000004 filed by Greater Midwest Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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