Skip to content
Disclosery

&PARTNERS: JEPI position timeline

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

&PARTNERS held 664,513 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 664,513 shares
    Change vs previous 13F +4,887 shares

    0.15% of the 13F portfolio, value $37,554,644.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 659,626 shares
    Change vs previous 13F +17,310 shares

    0.18% of the 13F portfolio, value $37,348,035.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 642,316 shares
    Change vs previous 13F -18,985 shares

    0.19% of the 13F portfolio, value $36,821,333.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 661,301 shares
    Change vs previous 13F -72,957 shares

    0.24% of the 13F portfolio, value $37,722,029.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 734,258 shares
    Change vs previous 13F +131,064 shares

    0.32% of the 13F portfolio, value $41,788,865.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 603,194 shares
    Change vs previous 13F +73,647 shares

    0.36% of the 13F portfolio, value $34,164,431.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 529,547 shares
    Change vs previous 13F +216,401 shares

    0.37% of the 13F portfolio, value $30,717,318.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 313,146 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $18,686,306.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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