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LEE JOHNSON CAPITAL MANAGEMENT, LLC: JEPI position timeline

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

LEE JOHNSON CAPITAL MANAGEMENT, LLC held 136,335 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,335 shares
    Change vs previous 13F +31,682 shares

    2.41% of the 13F portfolio, value $7,700,201.

    13F-HR 0001674836-26-000007 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 104,653 shares
    Change vs previous 13F +3,341 shares

    2.13% of the 13F portfolio, value $5,931,732.

    13F-HR 0001674836-26-000005 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 101,312 shares
    Change vs previous 13F -37,599 shares

    1.99% of the 13F portfolio, value $5,799,099.

    13F-HR 0001674836-26-000001 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 138,911 shares
    Change vs previous 13F -275,332 shares

    2.63% of the 13F portfolio, value $7,931,818.

    13F-HR 0001674836-25-000002 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 414,243 shares
    Change vs previous 13F +106,727 shares

    8.1% of the 13F portfolio, value $23,549,715.

    13F-HR 0001085146-25-003943 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 307,516 shares
    Change vs previous 13F +22,671 shares

    9.29% of the 13F portfolio, value $17,571,464.

    13F-HR 0001085146-25-002460 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 284,845 shares
    Change vs previous 13F +28,047 shares

    8.65% of the 13F portfolio, value $16,387,133.

    13F-HR 0001085146-25-000283 filed by LEE JOHNSON CAPITAL MANAGEMENT, 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 256,798 shares
    Change vs previous 13F not available

    7.86% of the 13F portfolio, value $15,282,049.

    13F-HR 0001085146-24-004996 filed by LEE JOHNSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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