Skip to content
Disclosery

JT Stratford LLC: JEPI position timeline

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

JT Stratford LLC held 40,363 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,363 shares
    Change vs previous 13F +1,354 shares

    0.25% of the 13F portfolio, value $2,279,694.

    13F-HR 0001689013-26-000003 filed by JT Stratford 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 39,009 shares
    Change vs previous 13F +326 shares

    0.28% of the 13F portfolio, value $2,211,022.

    13F-HR 0001689013-26-000002 filed by JT Stratford 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 38,683 shares
    Change vs previous 13F -3,640 shares

    0.28% of the 13F portfolio, value $2,214,207.

    13F-HR 0001689013-26-000001 filed by JT Stratford 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 42,323 shares
    Change vs previous 13F +27,742 shares

    0.32% of the 13F portfolio, value $2,416,635.

    13F-HR 0001689013-25-000008 filed by JT Stratford 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 14,581 shares
    Change vs previous 13F -1,791 shares

    0.13% of the 13F portfolio, value $828,922.

    13F-HR 0001689013-25-000004 filed by JT Stratford 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 16,372 shares
    Change vs previous 13F +2,231 shares

    0.17% of the 13F portfolio, value $935,488.

    13F-HR 0001689013-25-000003 filed by JT Stratford 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 14,141 shares
    Change vs previous 13F -5,748 shares

    0.13% of the 13F portfolio, value $813,523.

    13F-HR 0001689013-25-000002 filed by JT Stratford 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 19,889 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,183,586.

    13F-HR 0001689013-24-000005 filed by JT Stratford LLC
    Filed (acceptance time not in the bulk data set), ingested

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