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NewEdge Advisors, LLC: JEPI position timeline

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

NewEdge Advisors, LLC held 1,097,283 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,097,283 shares
    Change vs previous 13F +318,923 shares

    0.18% of the 13F portfolio, value $61,974,553.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 778,360 shares
    Change vs previous 13F +96,857 shares

    0.16% of the 13F portfolio, value $44,117,405.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 681,503 shares
    Change vs previous 13F +49,115 shares

    0.14% of the 13F portfolio, value $39,009,239.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 632,388 shares
    Change vs previous 13F +81,252 shares

    0.16% of the 13F portfolio, value $36,109,349.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 551,136 shares
    Change vs previous 13F +289,862 shares

    0.16% of the 13F portfolio, value $31,332,115.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 261,274 shares
    Change vs previous 13F +9,817 shares

    0.09% of the 13F portfolio, value $14,929,233.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 251,457 shares
    Change vs previous 13F +19,332 shares

    0.09% of the 13F portfolio, value $14,466,332.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 232,125 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $13,813,756.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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