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Midwest Professional Planners, LTD.: JEPI position timeline

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

Midwest Professional Planners, LTD. held 35,967 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,967 shares
    Change vs previous 13F +4,028 shares

    0.4% of the 13F portfolio, value $2,031,399.

    13F-HR 0001104659-26-091019 filed by Midwest Professional Planners, LTD.
    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 31,939 shares
    Change vs previous 13F +3,397 shares

    0.43% of the 13F portfolio, value $1,810,286.

    13F-HR 0001104659-26-055534 filed by Midwest Professional Planners, LTD.
    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 28,542 shares
    Change vs previous 13F +3,369 shares

    0.39% of the 13F portfolio, value $1,633,727.

    13F-HR 0001104659-26-011339 filed by Midwest Professional Planners, LTD.
    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 25,173 shares
    Change vs previous 13F +274 shares

    0.35% of the 13F portfolio, value $1,437,396.

    13F-HR 0001104659-25-106059 filed by Midwest Professional Planners, LTD.
    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 24,899 shares
    Change vs previous 13F +4,390 shares

    0.37% of the 13F portfolio, value $1,415,506.

    13F-HR 0001104659-25-075997 filed by Midwest Professional Planners, LTD.
    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 20,509 shares
    Change vs previous 13F +1,025 shares

    0.36% of the 13F portfolio, value $1,171,857.

    13F-HR 0001104659-25-043940 filed by Midwest Professional Planners, LTD.
    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 19,484 shares
    Change vs previous 13F -11,052 shares

    0.33% of the 13F portfolio, value $1,120,929.

    13F-HR 0001104659-25-010809 filed by Midwest Professional Planners, LTD.
    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 30,536 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,817,168.

    13F-HR 0001104659-24-118614 filed by Midwest Professional Planners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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