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Jackson Hole Capital Partners, LLC: JEPI position timeline

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

Jackson Hole Capital Partners, LLC held 19,652 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 19,652 shares
    Change vs previous 13F +218 shares

    0.18% of the 13F portfolio, value $1,113,871.

    13F-HR 0001398344-26-008733 filed by Jackson Hole 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 ended2025-12-31
    13F 19,434 shares
    Change vs previous 13F +12,621 shares

    0.19% of the 13F portfolio, value $1,112,393.

    13F-HR 0001398344-26-001690 filed by Jackson Hole 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 ended2025-09-30
    13F 6,813 shares
    Change vs previous 13F +2,823 shares

    0.07% of the 13F portfolio, value $389,002.

    13F-HR 0001398344-25-019887 filed by Jackson Hole 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 ended2025-06-30
    13F 3,990 shares
    Change vs previous 13F +350 shares

    0.04% of the 13F portfolio, value $226,812.

    13F-HR 0001398344-25-014217 filed by Jackson Hole 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 ended2025-03-31
    13F 3,640 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $207,970.

    13F-HR 0001398344-25-008786 filed by Jackson Hole 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 ended2024-12-31
    13F 3,640 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $209,389.

    13F-HR 0001398344-25-002168 filed by Jackson Hole Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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