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Kovack Advisors, Inc.: JEPI position timeline

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

Kovack Advisors, Inc. held 64,701 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,701 shares
    Change vs previous 13F -1,195 shares

    0.17% of the 13F portfolio, value $3,633,447.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, 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 65,896 shares
    Change vs previous 13F +700 shares

    0.2% of the 13F portfolio, value $3,718,875.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, 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/A 65,196 shares
    Change vs previous 13F +21,158 shares

    0.18% of the 13F portfolio, value $3,731,834.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, 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 44,038 shares
    Change vs previous 13F -3,732 shares

    0.24% of the 13F portfolio, value $2,514,596.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, 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 47,770 shares
    Change vs previous 13F +4,937 shares

    0.27% of the 13F portfolio, value $2,715,748.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, 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 42,833 shares
    Change vs previous 13F -4,357 shares

    0.26% of the 13F portfolio, value $2,447,463.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, 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 47,190 shares
    Change vs previous 13F -4,256 shares

    0.27% of the 13F portfolio, value $2,714,868.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, 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 51,446 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,061,577.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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