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Disclosery

JSF Financial, LLC: JEPI position timeline

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

JSF Financial, LLC held 76,473 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,473 shares
    Change vs previous 13F +8,290 shares

    0.7% of the 13F portfolio, value $4,319,199.

    13F-HR 0001802224-26-000010 filed by JSF Financial, 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 68,183 shares
    Change vs previous 13F +23,923 shares

    0.76% of the 13F portfolio, value $3,864,635.

    13F-HR 0001802224-26-000006 filed by JSF Financial, 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 44,260 shares
    Change vs previous 13F -10,271 shares

    0.53% of the 13F portfolio, value $2,533,454.

    13F-HR 0001802224-26-000002 filed by JSF Financial, 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 54,531 shares
    Change vs previous 13F +4,143 shares

    0.69% of the 13F portfolio, value $3,113,739.

    13F-HR 0001802224-25-000012 filed by JSF Financial, 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 50,388 shares
    Change vs previous 13F +6,830 shares

    0.68% of the 13F portfolio, value $2,864,547.

    13F-HR 0001802224-25-000010 filed by JSF Financial, 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 43,558 shares
    Change vs previous 13F +9,650 shares

    0.66% of the 13F portfolio, value $2,488,889.

    13F-HR 0001802224-25-000005 filed by JSF Financial, 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 33,908 shares
    Change vs previous 13F +3,736 shares

    0.52% of the 13F portfolio, value $1,950,704.

    13F-HR 0001802224-25-000003 filed by JSF Financial, 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 30,172 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,795,543.

    13F-HR 0001802224-24-000014 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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