Skip to content
Disclosery

JOHNSON INVESTMENT COUNSEL INC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOHNSON INVESTMENT COUNSEL INC on JEPI, newest first. How the timeline and the estimate are built.

JOHNSON INVESTMENT COUNSEL INC held 5,114 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,114 shares
    Change vs previous 13F +1,004 shares

    <0.01% of the 13F portfolio, value $288,839.

    13F-HR 0002085853-26-000845 filed by JOHNSON INVESTMENT COUNSEL 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 4,110 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $232,955.

    13F-HR 0002085853-26-000551 filed by JOHNSON INVESTMENT COUNSEL 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 3,960 shares
    Change vs previous 13F -16,910 shares

    <0.01% of the 13F portfolio, value $226,670.

    13F-HR 0002085853-26-000263 filed by JOHNSON INVESTMENT COUNSEL 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 20,870 shares
    Change vs previous 13F +975 shares

    0.01% of the 13F portfolio, value $1,191,677.

    13F-HR 0002085853-25-000236 filed by JOHNSON INVESTMENT COUNSEL INC
    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 19,895 shares
    Change vs previous 13F -1,895 shares

    0.01% of the 13F portfolio, value $1,131,031.

    13F-HR 0001667731-25-000959 filed by JOHNSON INVESTMENT COUNSEL INC
    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 21,790 shares
    Change vs previous 13F -4,659 shares

    0.01% of the 13F portfolio, value $1,245,081.

    13F-HR 0001667731-25-000456 filed by JOHNSON INVESTMENT COUNSEL INC
    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 26,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,521,611.

    13F-HR 0001667731-25-000222 filed by JOHNSON INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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