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Orion Porfolio Solutions, LLC: JEPI position timeline

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

Orion Porfolio Solutions, LLC held 129,579 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,579 shares
    Change vs previous 13F -160,257 shares

    0.06% of the 13F portfolio, value $7,318,619.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 289,836 shares
    Change vs previous 13F -139,414 shares

    0.14% of the 13F portfolio, value $16,427,903.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 429,250 shares
    Change vs previous 13F -24,262 shares

    0.18% of the 13F portfolio, value $24,570,271.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 453,512 shares
    Change vs previous 13F +50,530 shares

    0.2% of the 13F portfolio, value $25,895,556.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 402,982 shares
    Change vs previous 13F +41,379 shares

    0.2% of the 13F portfolio, value $22,909,507.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 361,603 shares
    Change vs previous 13F +91,953 shares

    0.2% of the 13F portfolio, value $20,662,017.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 269,650 shares
    Change vs previous 13F +109,290 shares

    0.15% of the 13F portfolio, value $15,512,959.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 160,360 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,543,035.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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