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Disclosery

Nelson Capital Management, LLC: JEPI position timeline

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

Nelson Capital Management, LLC held 13,383 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,383 shares
    Change vs previous 13F -11,203 shares

    0.08% of the 13F portfolio, value $755,872.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, 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 24,586 shares
    Change vs previous 13F -6,724 shares

    0.17% of the 13F portfolio, value $1,393,535.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, 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 31,310 shares
    Change vs previous 13F -5,491 shares

    0.21% of the 13F portfolio, value $1,792,185.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, 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 36,801 shares
    Change vs previous 13F +6,444 shares

    0.25% of the 13F portfolio, value $2,101,338.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, 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 30,357 shares
    Change vs previous 13F +227 shares

    0.23% of the 13F portfolio, value $1,725,796.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, 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 30,130 shares
    Change vs previous 13F -902 shares

    0.3% of the 13F portfolio, value $1,721,629.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, 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 31,032 shares
    Change vs previous 13F -3,588 shares

    0.3% of the 13F portfolio, value $1,785,271.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, 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 34,620 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,060,237.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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