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Mountain Capital Investment Advisors Inc.: JEPI position timeline

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

Mountain Capital Investment Advisors Inc. held 275,402 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,402 shares
    Change vs previous 13F +1,556 shares

    2.22% of the 13F portfolio, value $15,554,714.

    13F-HR 0001951757-26-001003 filed by Mountain Capital Investment Advisors 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 273,846 shares
    Change vs previous 13F -26,362 shares

    2.32% of the 13F portfolio, value $15,622,911.

    13F-HR 0001951757-26-000819 filed by Mountain Capital Investment Advisors 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 300,208 shares
    Change vs previous 13F +15,168 shares

    2.84% of the 13F portfolio, value $17,595,207.

    13F-HR 0001951757-26-000326 filed by Mountain Capital Investment Advisors 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 285,040 shares
    Change vs previous 13F +51,732 shares

    2.85% of the 13F portfolio, value $16,204,531.

    13F-HR 0001951757-25-001387 filed by Mountain Capital Investment Advisors 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 233,308 shares
    Change vs previous 13F +1,843 shares

    2.55% of the 13F portfolio, value $13,247,210.

    13F-HR 0001951757-25-000997 filed by Mountain Capital Investment Advisors 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 231,465 shares
    Change vs previous 13F +34,177 shares

    2.72% of the 13F portfolio, value $12,688,920.

    13F-HR 0001951757-25-000465 filed by Mountain Capital Investment Advisors 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 197,288 shares
    Change vs previous 13F +34,544 shares

    2.39% of the 13F portfolio, value $11,541,325.

    13F-HR 0001951757-25-000250 filed by Mountain Capital Investment Advisors 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 162,744 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $9,759,774.

    13F-HR 0001951757-24-001209 filed by Mountain Capital Investment Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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