Skip to content
Disclosery

IMS Capital Management: JEPI position timeline

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

IMS Capital Management held 6,774 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,774 shares
    Change vs previous 13F -159 shares

    0.18% of the 13F portfolio, value $386,803.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,933 shares
    Change vs previous 13F -222 shares

    0.18% of the 13F portfolio, value $394,148.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,155 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $408,840.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,152 shares
    Change vs previous 13F -271 shares

    0.19% of the 13F portfolio, value $411,431.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,423 shares
    Change vs previous 13F -1,364 shares

    0.2% of the 13F portfolio, value $441,735.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,787 shares
    Change vs previous 13F -669 shares

    0.24% of the 13F portfolio, value $508,216.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 9,456 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $547,136.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 9,453 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $519,722.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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