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Disclosery

Intrua Financial, LLC: JEPI position timeline

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

Intrua Financial, LLC held 111,071 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 111,071 shares
    Change vs previous 13F +5,523 shares

    0.59% of the 13F portfolio, value $6,273,290.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 105,548 shares
    Change vs previous 13F +87,280 shares

    0.64% of the 13F portfolio, value $5,982,461.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 18,268 shares
    Change vs previous 13F -10,628 shares

    0.11% of the 13F portfolio, value $1,045,660.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 28,896 shares
    Change vs previous 13F -37,335 shares

    0.19% of the 13F portfolio, value $1,649,962.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 66,231 shares
    Change vs previous 13F -19,215 shares

    0.54% of the 13F portfolio, value $3,765,241.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 85,446 shares
    Change vs previous 13F -2,594 shares

    0.76% of the 13F portfolio, value $4,882,385.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 88,040 shares
    Change vs previous 13F +11,304 shares

    0.82% of the 13F portfolio, value $5,064,952.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 76,736 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,566,582.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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