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MEANS INVESTMENT CO., INC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEANS INVESTMENT CO., INC. on JEPI, newest first. How the timeline and the estimate are built.

MEANS INVESTMENT CO., INC. held 31,644 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,644 shares
    Change vs previous 13F -2,271 shares

    0.14% of the 13F portfolio, value $1,787,275.

    13F-HR 0000701516-26-000004 filed by MEANS INVESTMENT CO., INC.
    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 33,915 shares
    Change vs previous 13F -2,126 shares

    0.17% of the 13F portfolio, value $1,922,327.

    13F-HR 0000701516-26-000002 filed by MEANS INVESTMENT CO., INC.
    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 36,041 shares
    Change vs previous 13F -8,985 shares

    0.17% of the 13F portfolio, value $2,062,999.

    13F-HR 0000701516-26-000001 filed by MEANS INVESTMENT CO., INC.
    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 45,026 shares
    Change vs previous 13F -5,258 shares

    0.22% of the 13F portfolio, value $2,570,984.

    13F-HR 0000701516-25-000007 filed by MEANS INVESTMENT CO., INC.
    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 50,284 shares
    Change vs previous 13F -5,759 shares

    0.27% of the 13F portfolio, value $2,858,648.

    13F-HR 0000701516-25-000006 filed by MEANS INVESTMENT CO., INC.
    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 56,043 shares
    Change vs previous 13F -13,901 shares

    0.34% of the 13F portfolio, value $3,202,295.

    13F-HR 0000701516-25-000002 filed by MEANS INVESTMENT CO., INC.
    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 69,944 shares
    Change vs previous 13F +2,820 shares

    0.42% of the 13F portfolio, value $4,023,864.

    13F-HR 0000701516-25-000001 filed by MEANS INVESTMENT CO., INC.
    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 67,124 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,994,571.

    13F-HR 0000701516-24-000005 filed by MEANS INVESTMENT CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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