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Madrona Financial Services, LLC: JEPI position timeline

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

Madrona Financial Services, LLC held 140,005 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,005 shares
    Change vs previous 13F +5,405 shares

    1.46% of the 13F portfolio, value $7,907,470.

    13F-HR 0001578370-26-000004 filed by Madrona Financial Services, 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 134,600 shares
    Change vs previous 13F +52,107 shares

    1.67% of the 13F portfolio, value $7,629,113.

    13F-HR 0001578370-26-000003 filed by Madrona Financial Services, 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 82,493 shares
    Change vs previous 13F +1,375 shares

    1.01% of the 13F portfolio, value $4,721,901.

    13F-HR 0001578370-26-000002 filed by Madrona Financial Services, 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 81,118 shares
    Change vs previous 13F +2,015 shares

    1.02% of the 13F portfolio, value $4,631,838.

    13F-HR 0001578370-25-000007 filed by Madrona Financial Services, 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 79,103 shares
    Change vs previous 13F -2,162 shares

    1.08% of the 13F portfolio, value $4,496,987.

    13F-HR 0001578370-25-000005 filed by Madrona Financial Services, 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 81,265 shares
    Change vs previous 13F +7,857 shares

    1.28% of the 13F portfolio, value $4,643,489.

    13F-HR 0001578370-25-000004 filed by Madrona Financial Services, 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 73,408 shares
    Change vs previous 13F -65,048 shares

    1.15% of the 13F portfolio, value $4,223,152.

    13F-HR 0001578370-25-000001 filed by Madrona Financial Services, 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 138,456 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $8,239,546.

    13F-HR 0001578370-24-000007 filed by Madrona Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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