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LODESTAR PRIVATE ASSET MANAGEMENT LLC: JEPI position timeline

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

LODESTAR PRIVATE ASSET MANAGEMENT LLC held 5,394 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,394 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $304,653.

    13F-HR 0001963040-26-000003 filed by LODESTAR PRIVATE 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 5,394 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $305,732.

    13F-HR 0001963040-26-000002 filed by LODESTAR PRIVATE 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 5,394 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $308,753.

    13F-HR 0001963040-26-000001 filed by LODESTAR PRIVATE 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 5,482 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $313,022.

    13F-HR 0001963040-25-000006 filed by LODESTAR PRIVATE 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 5,482 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $311,652.

    13F-HR 0001963040-25-000004 filed by LODESTAR PRIVATE 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 5,482 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $313,241.

    13F-HR 0001963040-25-000003 filed by LODESTAR PRIVATE 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 5,482 shares
    Change vs previous 13F +150 shares

    0.04% of the 13F portfolio, value $315,379.

    13F-HR 0001963040-25-000001 filed by LODESTAR PRIVATE 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 5,332 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $317,307.

    13F-HR 0001963040-24-000006 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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