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Investment Partners Asset Management, Inc.: JEPI position timeline

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

Investment Partners Asset Management, Inc. held 117,538 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 117,538 shares
    Change vs previous 13F +3,440 shares

    3.59% of the 13F portfolio, value $6,607,992.

    13F-HR 0001384416-26-000006 filed by Investment Partners Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 114,098 shares
    Change vs previous 13F +5,832 shares

    3.6% of the 13F portfolio, value $6,444,275.

    13F-HR 0001384416-26-000003 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 108,266 shares
    Change vs previous 13F +3,276 shares

    3.79% of the 13F portfolio, value $6,136,522.

    13F-HR 0001384416-26-000002 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 104,990 shares
    Change vs previous 13F +17,332 shares

    3.74% of the 13F portfolio, value $6,009,619.

    13F-HR 0001384416-26-000001 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 87,658 shares
    Change vs previous 13F +802 shares

    3.3% of the 13F portfolio, value $5,005,295.

    13F-HR 0001384416-25-000006 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 86,856 shares
    Change vs previous 13F +666 shares

    3.44% of the 13F portfolio, value $4,937,742.

    13F-HR 0001384416-25-000004 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 86,190 shares
    Change vs previous 13F +1,042 shares

    3.87% of the 13F portfolio, value $4,924,897.

    13F-HR 0001384416-25-000003 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 85,148 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $4,898,546.

    13F-HR 0001384416-25-000001 filed by Investment Partners Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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