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Disclosery

Harvest Investment Services, LLC: JEPI position timeline

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

Harvest Investment Services, LLC held 8,415 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,415 shares
    Change vs previous 13F -659 shares

    0.07% of the 13F portfolio, value $475,258.

    13F-HR 0001172661-26-003722 filed by Harvest Investment 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 9,074 shares
    Change vs previous 13F -1,912 shares

    0.09% of the 13F portfolio, value $514,364.

    13F-HR 0001172661-26-001993 filed by Harvest Investment 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 10,986 shares
    Change vs previous 13F +1,346 shares

    0.12% of the 13F portfolio, value $628,855.

    13F-HR 0001172661-26-000947 filed by Harvest Investment 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 9,640 shares
    Change vs previous 13F +580 shares

    0.11% of the 13F portfolio, value $550,444.

    13F-HR 0001172661-25-005197 filed by Harvest Investment 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 9,060 shares
    Change vs previous 13F +5,141 shares

    0.12% of the 13F portfolio, value $515,073.

    13F-HR 0001172661-25-003378 filed by Harvest Investment 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 3,919 shares
    Change vs previous 13F -3,536 shares

    0.06% of the 13F portfolio, value $223,932.

    13F-HR 0001172661-25-002049 filed by Harvest Investment 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 7,455 shares
    Change vs previous 13F +2,565 shares

    0.11% of the 13F portfolio, value $428,898.

    13F-HR 0001172661-25-000962 filed by Harvest Investment 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 4,890 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $290,980.

    13F-HR 0001172661-24-005279 filed by Harvest Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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