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Disclosery

Hurley Capital, LLC: JEPI position timeline

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

Hurley Capital, LLC held 8,064 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,064 shares
    Change vs previous 13F +142 shares

    0.24% of the 13F portfolio, value $455,441.

    13F-HR 0001632844-26-000003 filed by Hurley Capital, 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 7,922 shares
    Change vs previous 13F +392 shares

    0.24% of the 13F portfolio, value $448,991.

    13F-HR 0001632844-26-000002 filed by Hurley 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 ended2025-12-31
    13F 7,530 shares
    Change vs previous 13F -1,568 shares

    0.24% of the 13F portfolio, value $431,004.

    13F-HR 0001632844-26-000001 filed by Hurley 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 ended2025-09-30
    13F 9,098 shares
    Change vs previous 13F +177 shares

    0.29% of the 13F portfolio, value $519,489.

    13F-HR 0001632844-25-000008 filed by Hurley 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 8,921 shares
    Change vs previous 13F -1,218 shares

    0.36% of the 13F portfolio, value $507,138.

    13F-HR 0001632844-25-000005 filed by Hurley Capital, 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 10,139 shares
    Change vs previous 13F +4,699 shares

    0.44% of the 13F portfolio, value $579,316.

    13F-HR 0001632844-25-000004 filed by Hurley Capital, 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 5,440 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $315,436.

    13F-HR 0001632844-25-000003 filed by Hurley Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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