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Janney Montgomery Scott LLC: JEPI position timeline

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

Janney Montgomery Scott LLC held 2,348,909 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,348,909 shares
    Change vs previous 13F -451,379 shares

    0.26% of the 13F portfolio, value $132,666,000.

    13F-HR 0001329948-26-000006 filed by Janney Montgomery Scott 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 2,800,288 shares
    Change vs previous 13F +107,684 shares

    0.39% of the 13F portfolio, value $158,720,000.

    13F-HR 0001329948-26-000004 filed by Janney Montgomery Scott 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 2,692,604 shares
    Change vs previous 13F +36,106 shares

    0.35% of the 13F portfolio, value $154,125,000.

    13F-HR 0001329948-26-000001 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,656,498 shares
    Change vs previous 13F +55,835 shares

    0.36% of the 13F portfolio, value $151,686,000.

    13F-HR 0001329948-25-000015 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,600,663 shares
    Change vs previous 13F +123,298 shares

    0.39% of the 13F portfolio, value $147,848,000.

    13F-HR 0001329948-25-000008 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,477,365 shares
    Change vs previous 13F +18,042 shares

    0.4% of the 13F portfolio, value $141,557,000.

    13F-HR 0001329948-25-000004 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,459,323 shares
    Change vs previous 13F -106,808 shares

    0.39% of the 13F portfolio, value $141,485,000.

    13F-HR 0001329948-25-000001 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,566,131 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $152,711,000.

    13F-HR 0001329948-24-000023 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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