My Personal CFO, LLC: JEPI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Personal CFO, LLC on JEPI, newest first. How the timeline and the estimate are built.
My Personal CFO, LLC held 9,480 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 9,480 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $532,966.
13F-HR 0001754960-26-000875 filed by My Personal CFO, LLC
Accepted , ingested