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Disclosery

Members Advisory Group LLC: JEPI position timeline

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

Members Advisory Group LLC held 0 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -76,491 shares

    13F-HR 0001908587-26-000001 filed by Members Advisory Group 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 ended2025-09-30
    13F 76,491 shares
    Change vs previous 13F -6,681 shares

    1.54% of the 13F portfolio, value $4,367,533.

    13F-HR 0001908587-25-000003 filed by Members Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 83,172 shares
    Change vs previous 13F +2,951 shares

    1.78% of the 13F portfolio, value $4,727,948.

    13F-HR 0001085146-25-004258 filed by Members Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 80,221 shares
    Change vs previous 13F -19,142 shares

    1.92% of the 13F portfolio, value $4,584,502.

    13F-HR 0001085146-25-002597 filed by Members Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 99,363 shares
    Change vs previous 13F +9,454 shares

    2.35% of the 13F portfolio, value $5,720,793.

    13F-HR 0001085146-25-000723 filed by Members Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 89,909 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $5,350,797.

    13F-HR 0001085146-24-005521 filed by Members Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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