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HighTower Advisors, LLC: JEPI position timeline

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

HighTower Advisors, LLC held 2,191,296 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,191,296 shares
    Change vs previous 13F -730,013 shares

    0.12% of the 13F portfolio, value $123,764,416.

    13F-HR 0001085146-26-000563 filed by HighTower Advisors, 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 2,921,309 shares
    Change vs previous 13F +39,686 shares

    0.18% of the 13F portfolio, value $165,579,168.

    13F-HR 0001085146-26-000383 filed by HighTower Advisors, 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 2,881,623 shares
    Change vs previous 13F -264,427 shares

    0.18% of the 13F portfolio, value $164,944,108.

    13F-HR 0001085146-26-000163 filed by HighTower Advisors, 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 3,146,050 shares
    Change vs previous 13F -38,688 shares

    0.2% of the 13F portfolio, value $179,638,960.

    13F-HR 0001462245-25-000007 filed by HighTower Advisors, 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 3,184,738 shares
    Change vs previous 13F -543,600 shares

    0.23% of the 13F portfolio, value $181,052,377.

    13F-HR 0001085146-25-004769 filed by HighTower Advisors, 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 3,728,338 shares
    Change vs previous 13F +46,266 shares

    0.29% of the 13F portfolio, value $213,037,231.

    13F-HR 0001085146-25-002999 filed by HighTower Advisors, 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 3,682,072 shares
    Change vs previous 13F +108,546 shares

    0.29% of the 13F portfolio, value $211,829,621.

    13F-HR 0001085146-25-000911 filed by HighTower Advisors, 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 3,573,526 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $212,643,000.

    13F-HR 0001085146-24-005775 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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