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Disclosery

NOVUS ADVISORS, LLC: JEPI position timeline

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

NOVUS ADVISORS, LLC held 0 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -7,710 shares

    13F-HR 0001754960-25-000786 filed by NOVUS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 7,710 shares
    Change vs previous 13F -12,237 shares

    0.67% of the 13F portfolio, value $438,314.

    13F-HR 0001754960-25-000608 filed by NOVUS 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 ended2025-03-31
    13F 19,947 shares
    Change vs previous 13F +274 shares

    1.15% of the 13F portfolio, value $1,139,797.

    13F-HR 0001754960-25-000286 filed by NOVUS 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 ended2024-12-31
    13F 19,673 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,131,774.

    13F-HR 0001754960-25-000106 filed by NOVUS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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