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Moors & Cabot, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moors & Cabot, Inc. on JEPI, newest first. How the timeline and the estimate are built.

Moors & Cabot, Inc. held 129,411 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,411 shares
    Change vs previous 13F -1,148 shares

    0.28% of the 13F portfolio, value $7,309,121.

    13F-HR 0001607239-26-000010 filed by Moors & Cabot, Inc.
    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 130,559 shares
    Change vs previous 13F -1,940 shares

    0.32% of the 13F portfolio, value $7,400,089.

    13F-HR 0001607239-26-000002 filed by Moors & Cabot, Inc.
    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 132,499 shares
    Change vs previous 13F +2,468 shares

    0.32% of the 13F portfolio, value $7,584,260.

    13F-HR 0001607239-26-000001 filed by Moors & Cabot, Inc.
    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 130,031 shares
    Change vs previous 13F -2,328 shares

    0.32% of the 13F portfolio, value $7,424,748.

    13F-HR 0001607239-25-000007 filed by Moors & Cabot, Inc.
    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 132,359 shares
    Change vs previous 13F +29,432 shares

    0.35% of the 13F portfolio, value $7,524,591.

    13F-HR 0001085146-25-004555 filed by Moors & Cabot, Inc.
    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 102,927 shares
    Change vs previous 13F +1,137 shares

    0.3% of the 13F portfolio, value $5,881,251.

    13F-HR 0001085146-25-002842 filed by Moors & Cabot, Inc.
    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 101,790 shares
    Change vs previous 13F -3,903 shares

    0.28% of the 13F portfolio, value $5,856,000.

    13F-HR 0001085146-25-000904 filed by Moors & Cabot, Inc.
    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 105,693 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,289,791.

    13F-HR 0001085146-24-005476 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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