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Jaffetilchin Investment Partners, LLC: JEPI position timeline

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

Jaffetilchin Investment Partners, LLC held 62,004 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 62,004 shares
    Change vs previous 13F +2,577 shares

    0.21% of the 13F portfolio, value $3,514,393.

    13F-HR 0001404652-26-000003 filed by Jaffetilchin Investment 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 59,427 shares
    Change vs previous 13F +3,302 shares

    0.2% of the 13F portfolio, value $3,401,594.

    13F-HR 0001404652-26-000001 filed by Jaffetilchin Investment 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 56,125 shares
    Change vs previous 13F +2,301 shares

    0.19% of the 13F portfolio, value $3,204,722.

    13F-HR 0001404652-25-000007 filed by Jaffetilchin Investment 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 53,824 shares
    Change vs previous 13F +3,483 shares

    0.2% of the 13F portfolio, value $3,059,878.

    13F-HR 0001404652-25-000004 filed by Jaffetilchin Investment 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 50,341 shares
    Change vs previous 13F -216,836 shares

    0.21% of the 13F portfolio, value $2,876,469.

    13F-HR 0001404652-25-000002 filed by Jaffetilchin Investment 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 267,177 shares
    Change vs previous 13F +12,706 shares

    1.11% of the 13F portfolio, value $15,370,693.

    13F-HR 0001404652-25-000001 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 254,471 shares
    Change vs previous 13F -1,964 shares

    1.15% of the 13F portfolio, value $15,143,541.

    13F-HR 0001404652-24-000003 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 256,435 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $14,534,747.

    13F-HR 0001062993-24-014177 filed by Jaffetilchin Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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