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Disclosery

Mission Financial Group, LLC: JEPI position timeline

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

Mission Financial Group, LLC held 18,635 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,635 shares
    Change vs previous 13F -672 shares

    0.87% of the 13F portfolio, value $1,052,522.

    13F-HR 0002113810-26-000005 filed by Mission Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 19,307 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,094,296.

    13F-HR 0002113810-26-000004 filed by Mission Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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