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IFP Advisors, Inc: JEPI position timeline

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

IFP Advisors, Inc held 79,641 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,641 shares
    Change vs previous 13F +2,383 shares

    0.08% of the 13F portfolio, value $4,498,124.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 77,258 shares
    Change vs previous 13F +388 shares

    0.09% of the 13F portfolio, value $4,378,983.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 76,870 shares
    Change vs previous 13F -4,821 shares

    0.1% of the 13F portfolio, value $4,400,039.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 81,691 shares
    Change vs previous 13F +8,215 shares

    0.12% of the 13F portfolio, value $4,664,556.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 73,476 shares
    Change vs previous 13F +4,893 shares

    0.12% of the 13F portfolio, value $4,177,188.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 68,583 shares
    Change vs previous 13F -67,815 shares

    0.12% of the 13F portfolio, value $3,918,700.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 136,398 shares
    Change vs previous 13F -477 shares

    0.26% of the 13F portfolio, value $7,846,929.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 136,875 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,145,699.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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