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Disclosery

MSH Capital Advisors LLC: JEPI position timeline

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

MSH Capital Advisors LLC held 9,559 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,559 shares
    Change vs previous 13F -1,544 shares

    0.09% of the 13F portfolio, value $539,911.

    13F-HR 0001420506-26-001502 filed by MSH Capital Advisors 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 11,103 shares
    Change vs previous 13F +2,733 shares

    0.13% of the 13F portfolio, value $629,293.

    13F-HR 0001420506-26-000884 filed by MSH Capital Advisors 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 8,370 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $479,120.

    13F-HR 0001420506-26-000212 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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