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MML INVESTORS SERVICES, LLC: JEPI position timeline

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

MML INVESTORS SERVICES, LLC held 3,320,265 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,320,265 shares
    Change vs previous 13F +578,613 shares

    0.38% of the 13F portfolio, value $187,528,595.

    13F-HR 0000701059-26-000016 filed by MML INVESTORS SERVICES, 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 2,741,652 shares
    Change vs previous 13F -321,770 shares

    0.43% of the 13F portfolio, value $155,396,858.

    13F-HR 0000701059-26-000012 filed by MML INVESTORS SERVICES, 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 3,063,422 shares
    Change vs previous 13F +230,264 shares

    0.43% of the 13F portfolio, value $175,350,275.

    13F-HR 0000701059-26-000002 filed by MML INVESTORS SERVICES, 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 2,833,158 shares
    Change vs previous 13F -524,675 shares

    0.43% of the 13F portfolio, value $161,773,317.

    13F-HR 0000701059-25-000019 filed by MML INVESTORS SERVICES, 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 3,357,833 shares
    Change vs previous 13F +158,645 shares

    0.55% of the 13F portfolio, value $190,893,000.

    13F-HR 0000701059-25-000016 filed by MML INVESTORS SERVICES, 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 3,199,188 shares
    Change vs previous 13F +466,204 shares

    0.61% of the 13F portfolio, value $182,802,000.

    13F-HR 0000701059-25-000010 filed by MML INVESTORS SERVICES, 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 2,732,984 shares
    Change vs previous 13F +122,825 shares

    0.54% of the 13F portfolio, value $157,229,000.

    13F-HR 0000701059-25-000001 filed by MML INVESTORS SERVICES, 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 2,610,159 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $155,331,000.

    13F-HR 0000701059-24-000015 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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