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N.E.W. Advisory Services LLC: JEPI position timeline

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

N.E.W. Advisory Services LLC held 99,777 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,777 shares
    Change vs previous 13F +11,207 shares

    0.38% of the 13F portfolio, value $5,635,412.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 88,570 shares
    Change vs previous 13F +3,524 shares

    0.38% of the 13F portfolio, value $5,020,164.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 85,046 shares
    Change vs previous 13F -2,175 shares

    0.36% of the 13F portfolio, value $4,868,044.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 87,221 shares
    Change vs previous 13F +6,421 shares

    0.44% of the 13F portfolio, value $4,980,300.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 80,800 shares
    Change vs previous 13F -23,170 shares

    0.45% of the 13F portfolio, value $4,593,457.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 103,970 shares
    Change vs previous 13F +31,858 shares

    0.45% of the 13F portfolio, value $5,940,871.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services 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 72,112 shares
    Change vs previous 13F +3,129 shares

    0.39% of the 13F portfolio, value $4,148,643.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services 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 68,983 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,105,162.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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