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KMG FIDUCIARY PARTNERS, LLC: JEPI position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 114,739 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 114,739 shares
    Change vs previous 13F -1,636 shares

    0.63% of the 13F portfolio, value $6,450,605.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 116,375 shares
    Change vs previous 13F -369 shares

    0.61% of the 13F portfolio, value $6,572,842.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 116,744 shares
    Change vs previous 13F +4,066 shares

    0.49% of the 13F portfolio, value $6,617,055.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 112,678 shares
    Change vs previous 13F +13,643 shares

    0.46% of the 13F portfolio, value $6,449,712.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 99,035 shares
    Change vs previous 13F +4,707 shares

    0.38% of the 13F portfolio, value $5,654,900.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 94,328 shares
    Change vs previous 13F -2,287 shares

    0.4% of the 13F portfolio, value $5,362,519.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 96,615 shares
    Change vs previous 13F -8,912 shares

    0.46% of the 13F portfolio, value $5,520,566.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 105,527 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,070,963.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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