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New England Investment & Retirement Group, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New England Investment & Retirement Group, Inc. on JEPI, newest first. How the timeline and the estimate are built.

New England Investment & Retirement Group, Inc. held 108,737 JEPI shares at 2021-09-30 per its 13F-HR filed 2021-10-28.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 108,737 shares
    Change vs previous 13F -1,951 shares

    1.49% of the 13F portfolio, value $6,482,000.

    13F-HR 0001535679-21-000005 filed by New England Investment & Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 110,688 shares
    Change vs previous 13F +21,925 shares

    1.46% of the 13F portfolio, value $6,704,000.

    13F-HR 0001535679-21-000004 filed by New England Investment & Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 88,763 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $5,159,000.

    13F-HR 0001535679-21-000003 filed by New England Investment & Retirement Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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