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Millennium Capital Advisors, LLC: JEPI position timeline

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

Millennium Capital Advisors, LLC held 17,594 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 17,594 shares
    Change vs previous 13F -4,870 shares

    0.54% of the 13F portfolio, value $993,726.

    13F-HR 0001172661-26-002856 filed by Millennium Capital Advisors, LLC
    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 22,464 shares
    Change vs previous 13F +283 shares

    0.78% of the 13F portfolio, value $1,273,228.

    13F-HR 0001172661-26-001664 filed by Millennium 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 22,181 shares
    Change vs previous 13F -5 shares

    0.75% of the 13F portfolio, value $1,269,653.

    13F-HR 0001172661-26-000495 filed by Millennium 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 22,186 shares
    Change vs previous 13F +1,047 shares

    0.77% of the 13F portfolio, value $1,266,806.

    13F-HR 0001172661-26-001296 filed by Millennium 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 21,139 shares
    Change vs previous 13F +379 shares

    0.8% of the 13F portfolio, value $1,201,742.

    13F-HR 0001172661-26-001295 filed by Millennium 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 20,760 shares
    Change vs previous 13F +1,312 shares

    0.88% of the 13F portfolio, value $1,186,203.

    13F-HR 0001172661-26-001294 filed by Millennium 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 19,448 shares
    Change vs previous 13F +4,739 shares

    0.76% of the 13F portfolio, value $1,118,849.

    13F-HR 0001172661-26-001293 filed by Millennium Capital Advisors, LLC
    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 14,709 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $875,334.

    13F-HR 0001172661-26-001292 filed by Millennium Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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