Skip to content
Disclosery

Mayflower Financial Advisors, LLC: JEPI position timeline

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

Mayflower Financial Advisors, LLC held 29,190 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,190 shares
    Change vs previous 13F -1,374 shares

    0.14% of the 13F portfolio, value $1,648,637.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial Advisors, 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 30,564 shares
    Change vs previous 13F +209 shares

    0.21% of the 13F portfolio, value $1,732,354.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial 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 ended2025-12-31
    13F 30,355 shares
    Change vs previous 13F -1,016 shares

    0.21% of the 13F portfolio, value $1,737,506.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial 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 ended2025-09-30
    13F 31,371 shares
    Change vs previous 13F -463 shares

    0.23% of the 13F portfolio, value $1,791,270.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial 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 ended2025-06-30
    13F 31,834 shares
    Change vs previous 13F -836 shares

    0.25% of the 13F portfolio, value $1,809,787.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial 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 ended2025-03-31
    13F 32,670 shares
    Change vs previous 13F +1,195 shares

    0.28% of the 13F portfolio, value $1,866,788.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial 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 ended2024-12-31
    13F 31,475 shares
    Change vs previous 13F +1,336 shares

    0.27% of the 13F portfolio, value $1,810,781.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial 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 ended2024-09-30
    13F 30,139 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,793,596.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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