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INDEPENDENT INVESTORS INC: JEPI position timeline

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

INDEPENDENT INVESTORS INC held 14,251 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,251 shares
    Change vs previous 13F -960 shares

    0.15% of the 13F portfolio, value $804,896.

    13F-HR 0001104659-26-084135 filed by INDEPENDENT INVESTORS 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 15,211 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $862,159.

    13F-HR 0001104659-26-044706 filed by INDEPENDENT INVESTORS 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 15,211 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $870,678.

    13F-HR 0001104659-26-004034 filed by INDEPENDENT INVESTORS 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 15,211 shares
    Change vs previous 13F -104 shares

    0.17% of the 13F portfolio, value $868,548.

    13F-HR 0001104659-25-104185 filed by INDEPENDENT INVESTORS 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 15,315 shares
    Change vs previous 13F -1,350 shares

    0.19% of the 13F portfolio, value $870,658.

    13F-HR 0001104659-25-068917 filed by INDEPENDENT INVESTORS 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 16,665 shares
    Change vs previous 13F +2,245 shares

    0.2% of the 13F portfolio, value $952,238.

    13F-HR 0001104659-25-043210 filed by INDEPENDENT INVESTORS 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 14,420 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $829,583.

    13F-HR 0001104659-25-006277 filed by INDEPENDENT INVESTORS 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 14,420 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $858,134.

    13F-HR 0001104659-24-111124 filed by INDEPENDENT INVESTORS INC
    Filed (acceptance time not in the bulk data set), ingested

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