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Disclosery

L.M. KOHN & COMPANY: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on JEPI, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 5,456 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,456 shares
    Change vs previous 13F -30 shares

    0.37% of the 13F portfolio, value $311,515.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,486 shares
    Change vs previous 13F +632 shares

    0.08% of the 13F portfolio, value $311,887.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,854 shares
    Change vs previous 13F +104 shares

    0.07% of the 13F portfolio, value $277,330.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,750 shares
    Change vs previous 13F +345 shares

    0.07% of the 13F portfolio, value $273,248.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,405 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $262,118.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,397 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $249,238.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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