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Disclosery

Marquette Asset Management, LLC: JEPI position timeline

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

Marquette Asset Management, LLC held 0 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -294,829 shares

    13F-HR 0001395067-25-000004 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 294,829 shares
    Change vs previous 13F -10,592 shares

    2.97% of the 13F portfolio, value $16,846,530.

    13F-HR 0001395067-25-000003 filed by Marquette 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 ended2024-12-31
    13F 305,421 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $17,573,342.

    13F-HR 0001395067-25-000001 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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