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Disclosery

LRI Investments, LLC: JEPI position timeline

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

LRI Investments, LLC held 21,655 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,655 shares
    Change vs previous 13F -1,472 shares

    0.1% of the 13F portfolio, value $1,223,090.

    13F-HR 0002023325-26-000003 filed by LRI Investments, 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 23,127 shares
    Change vs previous 13F +236 shares

    0.12% of the 13F portfolio, value $1,310,860.

    13F-HR 0002023325-26-000002 filed by LRI Investments, 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 22,891 shares
    Change vs previous 13F -4,033 shares

    0.11% of the 13F portfolio, value $1,310,300.

    13F-HR 0002023325-26-000001 filed by LRI Investments, 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 26,924 shares
    Change vs previous 13F +3,847 shares

    0.13% of the 13F portfolio, value $1,537,336.

    13F-HR 0002023325-25-000006 filed by LRI Investments, 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 23,077 shares
    Change vs previous 13F +1,570 shares

    0.11% of the 13F portfolio, value $1,311,928.

    13F-HR 0002023325-25-000003 filed by LRI Investments, 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 21,507 shares
    Change vs previous 13F -315 shares

    0.12% of the 13F portfolio, value $1,228,894.

    13F-HR 0002023325-25-000002 filed by LRI Investments, 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 21,822 shares
    Change vs previous 13F +117 shares

    0.12% of the 13F portfolio, value $1,255,431.

    13F-HR 0002056315-25-000004 filed by LRI Investments, 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 21,705 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,297,501.

    13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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