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Disclosery

NOVEM GROUP: JEPI position timeline

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

NOVEM GROUP held 25,358 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,358 shares
    Change vs previous 13F -211 shares

    0.15% of the 13F portfolio, value $1,432,242.

    13F-HR 0002085853-26-000789 filed by NOVEM GROUP
    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 25,569 shares
    Change vs previous 13F +2,969 shares

    0.17% of the 13F portfolio, value $1,449,254.

    13F-HR 0002085853-26-000356 filed by NOVEM GROUP
    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 22,600 shares
    Change vs previous 13F -2,349 shares

    0.15% of the 13F portfolio, value $1,293,600.

    13F-HR 0002085853-26-000113 filed by NOVEM GROUP
    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 24,949 shares
    Change vs previous 13F +322 shares

    0.17% of the 13F portfolio, value $1,424,606.

    13F-HR 0002085853-25-000241 filed by NOVEM GROUP
    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 24,627 shares
    Change vs previous 13F -154 shares

    0.18% of the 13F portfolio, value $1,400,023.

    13F-HR 0001667731-25-000844 filed by NOVEM GROUP
    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 24,781 shares
    Change vs previous 13F +2,032 shares

    0.2% of the 13F portfolio, value $1,416,004.

    13F-HR 0001667731-25-000540 filed by NOVEM GROUP
    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 22,749 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,308,724.

    13F-HR 0001926783-25-000002 filed by NOVEM GROUP
    Filed (acceptance time not in the bulk data set), ingested

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