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Keating Financial Advisory Services, Inc.: JEPI position timeline

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

Keating Financial Advisory Services, Inc. held 16,008 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,008 shares
    Change vs previous 13F +1,057 shares

    0.12% of the 13F portfolio, value $904,127.

    13F-HR 0002103443-26-000003 filed by Keating Financial Advisory Services, 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 14,951 shares
    Change vs previous 13F +719 shares

    0.14% of the 13F portfolio, value $847,403.

    13F-HR 0002103443-26-000002 filed by Keating Financial Advisory Services, 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 14,232 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $814,617.

    13F-HR 0002103443-26-000001 filed by Keating Financial Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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