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Disclosery

KKM Financial LLC: JEPI position timeline

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

KKM Financial LLC held 9,312 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 9,312 shares
    Change vs previous 13F -150 shares

    0.07% of the 13F portfolio, value $525,942.

    13F-HR 0002001943-26-000003 filed by KKM 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 9,462 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $541,605.

    13F-HR 0002001943-26-000002 filed by KKM 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 9,462 shares
    Change vs previous 13F -1,080 shares

    0.1% of the 13F portfolio, value $541,605.

    13F-HR 0002001943-26-000001 filed by KKM 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 10,542 shares
    Change vs previous 13F -3,720 shares

    0.19% of the 13F portfolio, value $601,948.

    13F-HR 0002001943-25-000010 filed by KKM 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 14,262 shares
    Change vs previous 13F -5,832 shares

    0.28% of the 13F portfolio, value $810,795.

    13F-HR 0002001943-25-000003 filed by KKM 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 20,094 shares
    Change vs previous 13F +1,125 shares

    0.49% of the 13F portfolio, value $1,148,171.

    13F-HR 0002001943-25-000002 filed by KKM 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 18,969 shares
    Change vs previous 13F +4,034 shares

    0.45% of the 13F portfolio, value $1,091,287.

    13F-HR 0002001943-25-000001 filed by KKM 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 14,935 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $888,782.

    13F-HR 0002001943-24-000006 filed by KKM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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