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Parallel Advisors, LLC: JEPI position timeline

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

Parallel Advisors, LLC held 67,863 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,863 shares
    Change vs previous 13F +273 shares

    0.06% of the 13F portfolio, value $3,832,945.

    13F-HR 0001690010-26-000005 filed by Parallel 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 67,590 shares
    Change vs previous 13F +9,407 shares

    0.07% of the 13F portfolio, value $3,831,032.

    13F-HR/A 0001690010-26-000004 filed by Parallel 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 58,183 shares
    Change vs previous 13F +12,526 shares

    0.06% of the 13F portfolio, value $3,330,445.

    13F-HR 0001690010-26-000001 filed by Parallel 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 45,657 shares
    Change vs previous 13F +68 shares

    0.05% of the 13F portfolio, value $2,607,061.

    13F-HR 0001690010-25-000009 filed by Parallel 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 45,589 shares
    Change vs previous 13F +1,372 shares

    0.05% of the 13F portfolio, value $2,591,718.

    13F-HR 0001690010-25-000005 filed by Parallel 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 44,217 shares
    Change vs previous 13F -340 shares

    0.06% of the 13F portfolio, value $2,526,534.

    13F-HR 0001690010-25-000004 filed by Parallel 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 44,557 shares
    Change vs previous 13F -9,074 shares

    0.06% of the 13F portfolio, value $2,563,370.

    13F-HR 0001690010-25-000002 filed by Parallel 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 53,631 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,191,607.

    13F-HR 0001690010-24-000009 filed by Parallel Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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