Skip to content
Disclosery

L & S Advisors Inc: JEPI position timeline

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

L & S Advisors Inc held 37,646 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,646 shares
    Change vs previous 13F +208 shares

    0.22% of the 13F portfolio, value $2,126,254.

    13F-HR 0001104659-26-094673 filed by L & S 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 37,438 shares
    Change vs previous 13F +20,759 shares

    0.27% of the 13F portfolio, value $2,121,982.

    13F-HR 0001104659-26-058399 filed by L & S 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 16,679 shares
    Change vs previous 13F +1,447 shares

    0.09% of the 13F portfolio, value $954,718.

    13F-HR 0001104659-26-010918 filed by L & S 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 15,232 shares
    Change vs previous 13F +487 shares

    0.08% of the 13F portfolio, value $869,764.

    13F-HR 0001104659-25-108437 filed by L & S 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 14,745 shares
    Change vs previous 13F +361 shares

    0.08% of the 13F portfolio, value $838,234.

    13F-HR 0001104659-25-075593 filed by L & S 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 14,384 shares
    Change vs previous 13F -441 shares

    0.1% of the 13F portfolio, value $821,881.

    13F-HR 0001104659-25-046554 filed by L & S 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 14,825 shares
    Change vs previous 13F +1,568 shares

    0.09% of the 13F portfolio, value $852,908.

    13F-HR 0001104659-25-011998 filed by L & S 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 13,257 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $788,950.

    13F-HR 0001104659-24-116442 filed by L & S Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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