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Disclosery

Lewis Asset Management, LLC: JEPI position timeline

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

Lewis Asset Management, LLC held 61,477 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,477 shares
    Change vs previous 13F +3,641 shares

    1.22% of the 13F portfolio, value $3,472,229.

    13F-HR 0002004520-26-000003 filed by Lewis Asset 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 57,836 shares
    Change vs previous 13F +3,367 shares

    1.34% of the 13F portfolio, value $3,278,165.

    13F-HR 0002004520-26-000002 filed by Lewis Asset 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 54,469 shares
    Change vs previous 13F +911 shares

    1.27% of the 13F portfolio, value $3,117,832.

    13F-HR 0002004520-26-000001 filed by Lewis Asset 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 53,558 shares
    Change vs previous 13F +11,543 shares

    1.26% of the 13F portfolio, value $3,058,161.

    13F-HR 0002004520-25-000009 filed by Lewis Asset 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 42,015 shares
    Change vs previous 13F +24,373 shares

    1.12% of the 13F portfolio, value $2,388,574.

    13F-HR 0002004520-25-000007 filed by Lewis Asset 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 17,642 shares
    Change vs previous 13F +2,178 shares

    0.83% of the 13F portfolio, value $1,008,082.

    13F-HR 0002004520-25-000006 filed by Lewis Asset 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 15,464 shares
    Change vs previous 13F -42 shares

    0.68% of the 13F portfolio, value $889,661.

    13F-HR 0002004520-25-000002 filed by Lewis Asset 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 15,506 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $922,757.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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