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MERCER GLOBAL ADVISORS INC /ADV: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on JEPI, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 371,380 JEPI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 371,380 shares
    Change vs previous 13F +25,556 shares

    0.03% of the 13F portfolio, value $20,975,558.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 345,824 shares
    Change vs previous 13F -198,293 shares

    0.03% of the 13F portfolio, value $19,601,328.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 544,117 shares
    Change vs previous 13F +104,089 shares

    0.05% of the 13F portfolio, value $31,956,135.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 440,028 shares
    Change vs previous 13F +174,408 shares

    0.04% of the 13F portfolio, value $25,125,581.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 265,620 shares
    Change vs previous 13F +7,413 shares

    0.03% of the 13F portfolio, value $15,282,255.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 258,207 shares
    Change vs previous 13F +23,155 shares

    0.03% of the 13F portfolio, value $14,918,915.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 235,052 shares
    Change vs previous 13F -10,454 shares

    0.03% of the 13F portfolio, value $13,522,497.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 245,506 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,611,164.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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