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Disclosery

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC: JEPI position timeline

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

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC held 166,377 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,377 shares
    Change vs previous 13F +8,958 shares

    1.08% of the 13F portfolio, value $9,390,000.

    13F-HR 0001380137-26-000004 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 157,419 shares
    Change vs previous 13F +30,970 shares

    1.18% of the 13F portfolio, value $8,914,000.

    13F-HR 0001380137-26-000003 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 126,449 shares
    Change vs previous 13F +1,819 shares

    0.97% of the 13F portfolio, value $7,242,000.

    13F-HR 0001380137-26-000001 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 124,630 shares
    Change vs previous 13F -4,025 shares

    0.99% of the 13F portfolio, value $7,121,000.

    13F-HR 0001380137-25-000009 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 128,655 shares
    Change vs previous 13F +7,779 shares

    1.08% of the 13F portfolio, value $7,307,000.

    13F-HR 0001380137-25-000007 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 120,876 shares
    Change vs previous 13F +934 shares

    1.07% of the 13F portfolio, value $6,913,000.

    13F-HR 0001380137-25-000003 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 119,942 shares
    Change vs previous 13F +10,438 shares

    1.05% of the 13F portfolio, value $6,903,000.

    13F-HR 0001380137-25-000001 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 109,504 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $6,515,000.

    13F-HR 0001380137-24-000006 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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