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INTEGRAL INVESTMENT ADVISORS, INC.: JEPI position timeline

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

INTEGRAL INVESTMENT ADVISORS, INC. held 36,105 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,105 shares
    Change vs previous 13F +1,336 shares

    0.45% of the 13F portfolio, value $2,039,210.

    13F-HR 0001902826-26-000004 filed by INTEGRAL INVESTMENT 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 34,769 shares
    Change vs previous 13F -16 shares

    0.49% of the 13F portfolio, value $1,970,707.

    13F-HR 0001902826-26-000002 filed by INTEGRAL INVESTMENT 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 34,785 shares
    Change vs previous 13F -180 shares

    0.49% of the 13F portfolio, value $1,991,093.

    13F-HR 0001902826-26-000001 filed by INTEGRAL INVESTMENT 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 34,965 shares
    Change vs previous 13F +783 shares

    0.54% of the 13F portfolio, value $1,996,502.

    13F-HR 0001902826-25-000003 filed by INTEGRAL INVESTMENT 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 34,182 shares
    Change vs previous 13F -869 shares

    0.55% of the 13F portfolio, value $1,943,247.

    13F-HR 0001085146-25-004434 filed by INTEGRAL INVESTMENT 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 35,051 shares
    Change vs previous 13F -47,400 shares

    0.64% of the 13F portfolio, value $2,002,814.

    13F-HR 0001085146-25-002096 filed by INTEGRAL INVESTMENT 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 82,451 shares
    Change vs previous 13F -2,375 shares

    1.54% of the 13F portfolio, value $4,743,406.

    13F-HR 0001085146-25-000719 filed by INTEGRAL INVESTMENT 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 84,826 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $5,047,995.

    13F-HR 0001085146-24-005694 filed by INTEGRAL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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