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MBA Advisors LLC: JEPI position timeline

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

MBA Advisors LLC held 188,376 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,376 shares
    Change vs previous 13F +20,847 shares

    3.62% of the 13F portfolio, value $10,639,496.

    13F-HR 0001848704-26-000003 filed by MBA 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 167,529 shares
    Change vs previous 13F +18,106 shares

    3.65% of the 13F portfolio, value $9,495,523.

    13F-HR 0001848704-26-000002 filed by MBA 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 149,423 shares
    Change vs previous 13F +12,390 shares

    3.45% of the 13F portfolio, value $8,552,979.

    13F-HR 0001848704-26-000001 filed by MBA 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 137,033 shares
    Change vs previous 13F +6,744 shares

    3.34% of the 13F portfolio, value $7,824,557.

    13F-HR 0001848704-25-000002 filed by MBA 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 130,289 shares
    Change vs previous 13F +17,039 shares

    3.42% of the 13F portfolio, value $7,406,942.

    13F-HR 0001085146-25-003959 filed by MBA 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 113,250 shares
    Change vs previous 13F +8,436 shares

    3.2% of the 13F portfolio, value $6,471,116.

    13F-HR 0001085146-25-002414 filed by MBA 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 104,814 shares
    Change vs previous 13F +3,051 shares

    3.06% of the 13F portfolio, value $6,029,954.

    13F-HR 0001085146-25-000583 filed by MBA 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 101,763 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $6,055,911.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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