Skip to content
Disclosery

Hamilton Capital, LLC: JEPI position timeline

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

Hamilton Capital, LLC held 1,498,024 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,498,024 shares
    Change vs previous 13F +39,098 shares

    4.73% of the 13F portfolio, value $84,218,884.

    13F-HR 0001646639-26-000007 filed by Hamilton Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,458,926 shares
    Change vs previous 13F +39,109 shares

    4.08% of the 13F portfolio, value $82,400,122.

    13F-HR 0001646639-26-000005 filed by Hamilton Capital, 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 1,419,817 shares
    Change vs previous 13F +75,594 shares

    4.17% of the 13F portfolio, value $80,475,250.

    13F-HR 0001646639-26-000004 filed by Hamilton Capital, 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 1,344,223 shares
    Change vs previous 13F +71,171 shares

    3.85% of the 13F portfolio, value $76,943,341.

    13F-HR 0001646639-26-000003 filed by Hamilton Capital, 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 1,273,052 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $72,372,996.

    13F-HR 0001646639-25-000003 filed by Hamilton Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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