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Disclosery

LPL Financial LLC: JEPI position timeline

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

LPL Financial LLC held 10,363,670 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 10,363,670 shares
    Change vs previous 13F +3,139,525 shares

    0.13% of the 13F portfolio, value $585,340,102.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 7,224,145 shares
    Change vs previous 13F +3,048,260 shares

    0.11% of the 13F portfolio, value $409,464,573.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 4,175,885 shares
    Change vs previous 13F -71,683 shares

    0.07% of the 13F portfolio, value $239,027,689.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 4,247,568 shares
    Change vs previous 13F +333,145 shares

    0.07% of the 13F portfolio, value $242,536,119.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 3,914,423 shares
    Change vs previous 13F +1,409,866 shares

    0.07% of the 13F portfolio, value $222,534,967.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 2,504,557 shares
    Change vs previous 13F +275,411 shares

    0.06% of the 13F portfolio, value $143,110,366.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 2,229,146 shares
    Change vs previous 13F +328,903 shares

    0.05% of the 13F portfolio, value $128,242,777.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 1,900,243 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $113,083,488.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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