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MOSELEY INVESTMENT MANAGEMENT INC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOSELEY INVESTMENT MANAGEMENT INC on JEPI, newest first. How the timeline and the estimate are built.

MOSELEY INVESTMENT MANAGEMENT INC held 49,896 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 49,896 shares
    Change vs previous 13F +3,575 shares

    0.9% of the 13F portfolio, value $2,828,126.

    13F-HR 0000906396-26-000002 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 46,321 shares
    Change vs previous 13F +2,711 shares

    0.82% of the 13F portfolio, value $2,651,410.

    13F-HR 0000906396-26-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 43,610 shares
    Change vs previous 13F +5,783 shares

    0.76% of the 13F portfolio, value $2,490,134.

    13F-HR 0000906396-25-000006 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 37,827 shares
    Change vs previous 13F +2,946 shares

    0.74% of the 13F portfolio, value $2,150,462.

    13F-HR 0000906396-25-000005 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 34,881 shares
    Change vs previous 13F +3,059 shares

    0.78% of the 13F portfolio, value $1,993,096.

    13F-HR 0000906396-25-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 31,822 shares
    Change vs previous 13F +2,652 shares

    0.71% of the 13F portfolio, value $1,830,711.

    13F-HR 0000906396-25-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 29,170 shares
    Change vs previous 13F +5,883 shares

    0.69% of the 13F portfolio, value $1,735,916.

    13F-HR 0000906396-24-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 23,287 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,319,918.

    13F-HR 0000906396-24-000003 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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