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Disclosery

Midwest Capital Advisors, LLC: JEPI position timeline

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

Midwest Capital Advisors, LLC held 0 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 0 shares
    Change vs previous 13F -2,535 shares

    13F-HR 0000905729-26-000140 filed by Midwest Capital Advisors, 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 ended2026-03-31
    13F 2,535 shares
    Change vs previous 13F +18 shares

    0.07% of the 13F portfolio, value $143,696.

    13F-HR 0000905729-26-000086 filed by Midwest Capital 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 2,517 shares
    Change vs previous 13F -43 shares

    0.07% of the 13F portfolio, value $144,095.

    13F-HR 0000905729-26-000025 filed by Midwest Capital 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 2,560 shares
    Change vs previous 13F -2,645 shares

    0.07% of the 13F portfolio, value $146,159.

    13F-HR 0000905729-25-000172 filed by Midwest Capital 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 5,205 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $295,904.

    13F-HR 0000905729-25-000129 filed by Midwest Capital 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 5,205 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $297,414.

    13F-HR 0000905729-25-000087 filed by Midwest Capital 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 5,205 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $299,444.

    13F-HR 0000905729-25-000025 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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