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Disclosery

Krilogy Financial LLC: JEPI position timeline

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

Krilogy Financial LLC held 165,553 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 165,553 shares
    Change vs previous 13F +4,904 shares

    0.28% of the 13F portfolio, value $9,350,416.

    13F-HR 0001659047-26-000005 filed by Krilogy 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 160,649 shares
    Change vs previous 13F +1,655 shares

    0.3% of the 13F portfolio, value $9,251,767.

    13F-HR 0001659047-26-000004 filed by Krilogy 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 158,994 shares
    Change vs previous 13F -7,879 shares

    0.32% of the 13F portfolio, value $9,318,665.

    13F-HR 0001659047-26-000002 filed by Krilogy 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 166,873 shares
    Change vs previous 13F +3,013 shares

    0.35% of the 13F portfolio, value $9,423,332.

    13F-HR 0001659047-25-000006 filed by Krilogy 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 163,860 shares
    Change vs previous 13F -23,360 shares

    0.53% of the 13F portfolio, value $9,315,469.

    13F-HR 0001659047-25-000004 filed by Krilogy 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 187,220 shares
    Change vs previous 13F +4,716 shares

    0.69% of the 13F portfolio, value $10,697,728.

    13F-HR 0001659047-25-000003 filed by Krilogy 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 182,504 shares
    Change vs previous 13F +32,365 shares

    0.7% of the 13F portfolio, value $10,499,442.

    13F-HR 0001659047-25-000001 filed by Krilogy 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 150,139 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $8,934,756.

    13F-HR 0001659047-24-000007 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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