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PANORAMIC INVESTMENT ADVISORS, LLC: JEPI position timeline

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

PANORAMIC INVESTMENT ADVISORS, LLC held 59,374 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,374 shares
    Change vs previous 13F +3,510 shares

    1.6% of the 13F portfolio, value $3,353,437.

    13F-HR 0001986152-26-000131 filed by PANORAMIC INVESTMENT 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 55,864 shares
    Change vs previous 13F +3,011 shares

    1.71% of the 13F portfolio, value $3,166,358.

    13F-HR/A 0001986152-26-000085 filed by PANORAMIC INVESTMENT 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 52,853 shares
    Change vs previous 13F -458 shares

    1.64% of the 13F portfolio, value $3,025,304.

    13F-HR 0001986152-26-000012 filed by PANORAMIC INVESTMENT 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 53,311 shares
    Change vs previous 13F +2,817 shares

    1.71% of the 13F portfolio, value $3,044,073.

    13F-HR 0001967332-25-000003 filed by PANORAMIC INVESTMENT 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 50,494 shares
    Change vs previous 13F +813 shares

    1.76% of the 13F portfolio, value $2,870,611.

    13F-HR 0001986152-25-000057 filed by PANORAMIC INVESTMENT 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 49,681 shares
    Change vs previous 13F -792 shares

    1.92% of the 13F portfolio, value $2,838,786.

    13F-HR 0001986152-25-000041 filed by PANORAMIC INVESTMENT 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 50,473 shares
    Change vs previous 13F +2,065 shares

    1.89% of the 13F portfolio, value $2,903,695.

    13F-HR 0001986152-25-000003 filed by PANORAMIC INVESTMENT 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 48,408 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,880,764.

    13F-HR 0001986152-24-000049 filed by PANORAMIC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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