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Mutual Advisors, LLC: JEPI position timeline

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

Mutual Advisors, LLC held 142,863 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,863 shares
    Change vs previous 13F +4,877 shares

    0.15% of the 13F portfolio, value $8,068,910.

    13F-HR 0001986152-26-000154 filed by Mutual 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 137,986 shares
    Change vs previous 13F +5,722 shares

    0.17% of the 13F portfolio, value $7,821,043.

    13F-HR 0001986152-26-000054 filed by Mutual 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 132,264 shares
    Change vs previous 13F -19,331 shares

    0.16% of the 13F portfolio, value $7,570,802.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 151,595 shares
    Change vs previous 13F -36,057 shares

    0.19% of the 13F portfolio, value $8,710,634.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 187,652 shares
    Change vs previous 13F +12,543 shares

    0.27% of the 13F portfolio, value $10,756,206.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 175,109 shares
    Change vs previous 13F +54,751 shares

    0.28% of the 13F portfolio, value $9,627,506.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 120,358 shares
    Change vs previous 13F +10,448 shares

    0.2% of the 13F portfolio, value $7,010,833.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 109,910 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,527,537.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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