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Mission Hills Financial Advisory, LLC: JEPI position timeline

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

Mission Hills Financial Advisory, LLC held 11,992 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,992 shares
    Change vs previous 13F +5,415 shares

    0.3% of the 13F portfolio, value $677,291.

    13F-HR 0001986152-26-000151 filed by Mission Hills Financial Advisory, 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 6,577 shares
    Change vs previous 13F +67 shares

    0.19% of the 13F portfolio, value $372,760.

    13F-HR 0001986152-26-000053 filed by Mission Hills Financial Advisory, 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 6,510 shares
    Change vs previous 13F +431 shares

    0.2% of the 13F portfolio, value $372,630.

    13F-HR 0001986152-26-000006 filed by Mission Hills Financial Advisory, 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 6,079 shares
    Change vs previous 13F +2,039 shares

    0.18% of the 13F portfolio, value $347,092.

    13F-HR 0001986152-25-000101 filed by Mission Hills Financial Advisory, 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 4,040 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $229,674.

    13F-HR 0001986152-25-000051 filed by Mission Hills Financial Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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