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Disclosery

Interchange Capital Partners, LLC: JEPI position timeline

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

Interchange Capital Partners, LLC held 57,069 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,069 shares
    Change vs previous 13F +5,582 shares

    0.61% of the 13F portfolio, value $3,223,192.

    13F-HR 0001845998-26-000004 filed by Interchange Capital 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 51,487 shares
    Change vs previous 13F -9,593 shares

    0.93% of the 13F portfolio, value $2,942,599.

    13F-HR 0001845998-26-000003 filed by Interchange Capital 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 61,080 shares
    Change vs previous 13F -1,849 shares

    0.65% of the 13F portfolio, value $3,496,104.

    13F-HR 0001845998-26-000001 filed by Interchange Capital 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 62,929 shares
    Change vs previous 13F +112 shares

    0.7% of the 13F portfolio, value $3,593,141.

    13F-HR 0001845998-25-000004 filed by Interchange Capital 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/A 62,817 shares
    Change vs previous 13F +369 shares

    0.82% of the 13F portfolio, value $3,571,038.

    13F-HR/A 0001085146-25-004372 filed by Interchange Capital 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 62,448 shares
    Change vs previous 13F +524 shares

    1% of the 13F portfolio, value $3,568,913.

    13F-HR 0001085146-25-002463 filed by Interchange Capital 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 61,924 shares
    Change vs previous 13F -1,649 shares

    1.29% of the 13F portfolio, value $3,562,664.

    13F-HR 0001172661-25-000665 filed by Interchange Capital Partners, LLC
    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 63,573 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $3,783,352.

    13F-HR 0001172661-24-004377 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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