Skip to content
Disclosery

Joseph P. Lucia & Associates, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph P. Lucia & Associates, LLC on JEPI, newest first. How the timeline and the estimate are built.

Joseph P. Lucia & Associates, LLC held 96,503 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,503 shares
    Change vs previous 13F +19,079 shares

    1.64% of the 13F portfolio, value $5,450,513.

    13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, 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 77,424 shares
    Change vs previous 13F +627 shares

    1.57% of the 13F portfolio, value $4,388,404.

    13F-HR 0001172661-26-002008 filed by Joseph P. Lucia & Associates, 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 76,797 shares
    Change vs previous 13F -4,497 shares

    1.59% of the 13F portfolio, value $4,395,902.

    13F-HR 0001172661-26-000357 filed by Joseph P. Lucia & Associates, 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 81,294 shares
    Change vs previous 13F -72 shares

    1.75% of the 13F portfolio, value $4,641,898.

    13F-HR 0001172661-25-004332 filed by Joseph P. Lucia & Associates, 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 81,366 shares
    Change vs previous 13F +703 shares

    1.89% of the 13F portfolio, value $4,625,670.

    13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, 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 80,663 shares
    Change vs previous 13F +2,932 shares

    2.11% of the 13F portfolio, value $4,609,091.

    13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, 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 77,731 shares
    Change vs previous 13F +5,188 shares

    1.99% of the 13F portfolio, value $4,471,838.

    13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, 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 72,543 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $4,317,023.

    13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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