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Integras Partners LLC: JEPI position timeline

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

Integras Partners LLC held 47,211 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,211 shares
    Change vs previous 13F +3,203 shares

    1.47% of the 13F portfolio, value $2,666,492.

    13F-HR 0001172661-26-002779 filed by Integras Partners 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 44,008 shares
    Change vs previous 13F +1,846 shares

    1.64% of the 13F portfolio, value $2,494,350.

    13F-HR 0001172661-26-001741 filed by Integras Partners 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 42,162 shares
    Change vs previous 13F +522 shares

    1.95% of the 13F portfolio, value $2,413,377.

    13F-HR 0001172661-26-000378 filed by Integras Partners 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 41,640 shares
    Change vs previous 13F +5,557 shares

    1.92% of the 13F portfolio, value $2,377,644.

    13F-HR 0001172661-25-004392 filed by Integras Partners 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 36,083 shares
    Change vs previous 13F -1,962 shares

    2.07% of the 13F portfolio, value $2,051,319.

    13F-HR 0001172661-25-003077 filed by Integras Partners 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 38,045 shares
    Change vs previous 13F +5,250 shares

    1.96% of the 13F portfolio, value $2,173,894.

    13F-HR 0001172661-25-001818 filed by Integras Partners LLC
    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 32,795 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $1,886,696.

    13F-HR 0001172661-25-000596 filed by Integras Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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