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Main Line Retirement Advisors, LLC: JEPI position timeline

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

Main Line Retirement Advisors, LLC held 30,533 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,533 shares
    Change vs previous 13F +2,318 shares

    0.75% of the 13F portfolio, value $1,716,565.

    13F-HR 0001809416-26-000005 filed by Main Line Retirement Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,215 shares
    Change vs previous 13F +4,398 shares

    0.73% of the 13F portfolio, value $1,593,603.

    13F-HR 0001809416-26-000004 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,817 shares
    Change vs previous 13F +3,887 shares

    0.67% of the 13F portfolio, value $1,349,965.

    13F-HR 0001809416-26-000003 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 19,930 shares
    Change vs previous 13F +3,350 shares

    0.58% of the 13F portfolio, value $1,140,798.

    13F-HR/A 0001809416-26-000002 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,580 shares
    Change vs previous 13F +304 shares

    0.49% of the 13F portfolio, value $946,691.

    13F-HR 0001809416-25-000009 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,276 shares
    Change vs previous 13F -6,343 shares

    0.53% of the 13F portfolio, value $925,288.

    13F-HR 0001809416-25-000008 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,619 shares
    Change vs previous 13F -1,690 shares

    0.84% of the 13F portfolio, value $1,292,434.

    13F-HR 0001809416-25-000007 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,309 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,398,525.

    13F-HR 0001809416-25-000002 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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