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Disclosery

J. Team Financial, Inc.: JEPI position timeline

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

J. Team Financial, Inc. held 97,071 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,071 shares
    Change vs previous 13F +11,345 shares

    5.33% of the 13F portfolio, value $5,482,612.

    13F-HR 0002107629-26-000004 filed by J. Team Financial, Inc.
    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 85,726 shares
    Change vs previous 13F -7,915 shares

    5.45% of the 13F portfolio, value $4,858,933.

    13F-HR 0002107629-26-000003 filed by J. Team Financial, Inc.
    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 93,641 shares
    Change vs previous 13F +2,128 shares

    5.36% of the 13F portfolio, value $5,360,016.

    13F-HR 0002107629-26-000001 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 91,513 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $5,225,372.

    13F-HR 0002107629-26-000002 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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