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Investment Advisory Services Group LLC: JEPI position timeline

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

Investment Advisory Services Group LLC held 69,156 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,156 shares
    Change vs previous 13F +1,907 shares

    2.86% of the 13F portfolio, value $3,905,921.

    13F-HR 0002099157-26-000004 filed by Investment Advisory Services Group 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 67,249 shares
    Change vs previous 13F -27,534 shares

    3.32% of the 13F portfolio, value $3,811,681.

    13F-HR 0002099157-26-000003 filed by Investment Advisory Services Group 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 94,783 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $5,425,404.

    13F-HR 0002099157-26-000002 filed by Investment Advisory Services Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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