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Disclosery

HUB Investment Partners, LLC: JEPI position timeline

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

HUB Investment Partners, LLC held 862,892 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 862,892 shares
    Change vs previous 13F +26,613 shares

    0.89% of the 13F portfolio, value $48,736,150.

    13F-HR 0001172661-26-002986 filed by HUB Investment Partners, 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 836,279 shares
    Change vs previous 13F +111,039 shares

    1.16% of the 13F portfolio, value $47,400,315.

    13F-HR 0001172661-26-002189 filed by HUB Investment Partners, 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 725,240 shares
    Change vs previous 13F -11,077 shares

    1.13% of the 13F portfolio, value $41,512,728.

    13F-HR 0001172661-26-001003 filed by HUB Investment Partners, 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 736,317 shares
    Change vs previous 13F +48,002 shares

    1.55% of the 13F portfolio, value $42,043,699.

    13F-HR 0001172661-25-004693 filed by HUB Investment Partners, 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 688,315 shares
    Change vs previous 13F +15,493 shares

    1.37% of the 13F portfolio, value $39,130,716.

    13F-HR 0001172661-25-003409 filed by HUB Investment Partners, 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 672,822 shares
    Change vs previous 13F +101,384 shares

    1.55% of the 13F portfolio, value $38,445,063.

    13F-HR 0001172661-25-002166 filed by HUB Investment Partners, 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 571,438 shares
    Change vs previous 13F +47,353 shares

    1.38% of the 13F portfolio, value $32,874,847.

    13F-HR 0001172661-25-000639 filed by HUB Investment Partners, 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 524,085 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $31,188,293.

    13F-HR 0001172661-24-004804 filed by HUB Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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