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Disclosery

LifePro Asset Management: JEPI position timeline

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

LifePro Asset Management held 0 JEPI shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -5,487 shares

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 5,487 shares
    Change vs previous 13F -298 shares

    0.22% of the 13F portfolio, value $311,003.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 5,785 shares
    Change vs previous 13F +219 shares

    0.22% of the 13F portfolio, value $334,720.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 5,566 shares
    Change vs previous 13F -2,454 shares

    0.24% of the 13F portfolio, value $306,019.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 8,020 shares
    Change vs previous 13F -306 shares

    0.35% of the 13F portfolio, value $429,551.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 8,326 shares
    Change vs previous 13F -3,800 shares

    0.36% of the 13F portfolio, value $460,678.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 12,126 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $660,746.

    13F-HR 0001213900-23-027056 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 12,126 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $660,746.

    13F-HR 0001213900-23-012050 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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