Johnson Bixby & Associates, LLC: JEPI position timeline

Johnson Bixby & Associates, LLC held 0 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,844 shares

   13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 5,844 shares

   Change vs previous 13F -344 shares

   0.05% of the 13F portfolio, value $332,231.

   13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 6,188 shares

   Change vs previous 13F -1,254 shares

   0.05% of the 13F portfolio, value $353,582.

   13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 7,442 shares

   Change vs previous 13F -4,345 shares

   0.07% of the 13F portfolio, value $428,138.

   13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 11,787 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $701,444.

   13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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