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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: JEPI position timeline

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

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 6,555 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,555 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $370,226.

    13F-HR 0001765380-26-000264 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 6,555 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $371,537.

    13F-HR 0001765380-26-000127 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 6,555 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $375,208.

    13F-HR 0001765380-26-000042 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 6,555 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $374,291.

    13F-HR 0001765380-25-000434 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 6,555 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $372,652.

    13F-HR 0001765380-25-000342 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 6,555 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $374,553.

    13F-HR 0001005607-25-000005 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 6,555 shares
    Change vs previous 13F -485 shares

    0.02% of the 13F portfolio, value $377,109.

    13F-HR 0001005607-25-000002 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 7,040 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $418,950.

    13F-HR 0001005607-24-000014 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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