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Independence Asset Advisors, LLC: JEPI position timeline

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

Independence Asset Advisors, LLC held 23,867 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,867 shares
    Change vs previous 13F +2,407 shares

    0.35% of the 13F portfolio, value $1,345,470.

    13F-HR 0001376474-26-000490 filed by Independence Asset Advisors, 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 21,460 shares
    Change vs previous 13F +4,680 shares

    0.44% of the 13F portfolio, value $1,213,656.

    13F-HR 0001376474-26-000307 filed by Independence Asset Advisors, 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 16,780 shares
    Change vs previous 13F +4,374 shares

    0.53% of the 13F portfolio, value $967,678.

    13F-HR 0001376474-26-000092 filed by Independence Asset Advisors, 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 12,406 shares
    Change vs previous 13F -3,111 shares

    0.3% of the 13F portfolio, value $706,337.

    13F-HR 0001376474-25-000889 filed by Independence Asset Advisors, 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 15,517 shares
    Change vs previous 13F +5,949 shares

    0.55% of the 13F portfolio, value $879,907.

    13F-HR 0001376474-25-000682 filed by Independence Asset Advisors, 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 9,568 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $545,082.

    13F-HR 0001376474-25-000367 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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