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Integrity Investment Advisors, LLC: JEPI position timeline

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

Integrity Investment Advisors, LLC held 0 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -105,546 shares

    13F-HR 0002066359-26-000001 filed by Integrity Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 105,546 shares
    Change vs previous 13F -13,609 shares

    4% of the 13F portfolio, value $6,026,705.

    13F-HR 0002066359-25-000003 filed by Integrity Investment 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 ended2025-06-30
    13F 119,155 shares
    Change vs previous 13F -27 shares

    5.21% of the 13F portfolio, value $6,773,982.

    13F-HR 0002066359-25-000002 filed by Integrity Investment 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 ended2025-03-31
    13F 119,182 shares
    Change vs previous 13F not available

    6.22% of the 13F portfolio, value $6,810,087.

    13F-HR 0002066359-25-000001 filed by Integrity Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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