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LexAurum Advisors, LLC: JEPI position timeline

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

LexAurum Advisors, LLC held 56,007 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,007 shares
    Change vs previous 13F +443 shares

    0.37% of the 13F portfolio, value $3,163,284.

    13F-HR 0001729677-26-000010 filed by LexAurum Advisors, 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 55,564 shares
    Change vs previous 13F -1,627 shares

    0.41% of the 13F portfolio, value $3,149,350.

    13F-HR 0001729677-26-000005 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 57,191 shares
    Change vs previous 13F +3,674 shares

    0.46% of the 13F portfolio, value $3,265,632.

    13F-HR 0001729677-25-000010 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 53,517 shares
    Change vs previous 13F +10,367 shares

    0.48% of the 13F portfolio, value $3,042,424.

    13F-HR 0001085146-25-003938 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 43,150 shares
    Change vs previous 13F +10,568 shares

    0.47% of the 13F portfolio, value $2,465,592.

    13F-HR 0001085146-25-002076 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 32,582 shares
    Change vs previous 13F +3,626 shares

    0.37% of the 13F portfolio, value $1,874,456.

    13F-HR 0001085146-25-000345 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 28,956 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,723,199.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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