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MCDONALD PARTNERS LLC: JEPI position timeline

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

MCDONALD PARTNERS LLC held 45,855 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 45,855 shares
    Change vs previous 13F +1,305 shares

    0.63% of the 13F portfolio, value $2,589,890.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 44,550 shares
    Change vs previous 13F +3,588 shares

    0.6% of the 13F portfolio, value $2,525,094.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 40,962 shares
    Change vs previous 13F +1,908 shares

    0.74% of the 13F portfolio, value $2,344,664.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 39,054 shares
    Change vs previous 13F +2,984 shares

    0.67% of the 13F portfolio, value $2,229,987.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 36,070 shares
    Change vs previous 13F +2,035 shares

    0.49% of the 13F portfolio, value $2,050,584.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 34,035 shares
    Change vs previous 13F +3,485 shares

    0.51% of the 13F portfolio, value $1,944,760.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 30,550 shares
    Change vs previous 13F -200 shares

    0.45% of the 13F portfolio, value $1,757,542.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 30,750 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,829,933.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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