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Patriot Financial Group Insurance Agency, LLC: JEPI position timeline

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

Patriot Financial Group Insurance Agency, LLC held 159,083 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 159,083 shares
    Change vs previous 13F +622 shares

    0.86% of the 13F portfolio, value $8,943,659.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 158,461 shares
    Change vs previous 13F -155,659 shares

    0.92% of the 13F portfolio, value $8,949,882.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 314,120 shares
    Change vs previous 13F +156,476 shares

    1% of the 13F portfolio, value $17,804,340.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 157,644 shares
    Change vs previous 13F -5,358 shares

    1.08% of the 13F portfolio, value $9,023,516.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 163,002 shares
    Change vs previous 13F -4,002 shares

    1.19% of the 13F portfolio, value $9,307,403.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 167,004 shares
    Change vs previous 13F +6,815 shares

    1.07% of the 13F portfolio, value $9,293,106.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 160,189 shares
    Change vs previous 13F +2,528 shares

    1.2% of the 13F portfolio, value $8,951,082.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 157,661 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $8,866,732.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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