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Koshinski Asset Management, Inc.: JEPI position timeline

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

Koshinski Asset Management, Inc. held 167,985 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,985 shares
    Change vs previous 13F -4,015 shares

    0.51% of the 13F portfolio, value $9,487,775.

    13F-HR 0001062993-26-003837 filed by Koshinski Asset Management, 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 172,000 shares
    Change vs previous 13F +17,706 shares

    0.61% of the 13F portfolio, value $9,748,975.

    13F-HR 0001062993-26-002158 filed by Koshinski Asset Management, 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 154,294 shares
    Change vs previous 13F -11,251 shares

    0.57% of the 13F portfolio, value $8,831,783.

    13F-HR 0001062993-26-000568 filed by Koshinski Asset Management, Inc.
    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 165,545 shares
    Change vs previous 13F +18,116 shares

    0.64% of the 13F portfolio, value $9,452,596.

    13F-HR 0001062993-25-016594 filed by Koshinski Asset Management, Inc.
    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 147,429 shares
    Change vs previous 13F +12,991 shares

    0.63% of the 13F portfolio, value $8,381,317.

    13F-HR 0001062993-25-013228 filed by Koshinski Asset Management, Inc.
    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 134,438 shares
    Change vs previous 13F +696 shares

    0.65% of the 13F portfolio, value $7,681,793.

    13F-HR 0001062993-25-007987 filed by Koshinski Asset Management, Inc.
    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 133,742 shares
    Change vs previous 13F -862 shares

    0.69% of the 13F portfolio, value $7,694,182.

    13F-HR 0001062993-25-000828 filed by Koshinski Asset Management, Inc.
    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 134,604 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $8,010,270.

    13F-HR 0001062993-24-017524 filed by Koshinski Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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