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Disclosery

Penney Financial, LLC: JEPI position timeline

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

Penney Financial, LLC held 100,261 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,261 shares
    Change vs previous 13F +641 shares

    1.98% of the 13F portfolio, value $5,662,741.

    13F-HR 0002049857-26-000004 filed by Penney Financial, 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 99,620 shares
    Change vs previous 13F +1,833 shares

    2.17% of the 13F portfolio, value $5,646,473.

    13F-HR 0002049857-26-000003 filed by Penney Financial, 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 97,787 shares
    Change vs previous 13F +7,325 shares

    2.16% of the 13F portfolio, value $5,597,348.

    13F-HR 0002049857-26-000001 filed by Penney Financial, 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 90,462 shares
    Change vs previous 13F +4,138 shares

    2.31% of the 13F portfolio, value $5,165,365.

    13F-HR 0002049857-25-000005 filed by Penney Financial, 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 86,324 shares
    Change vs previous 13F +1,177 shares

    2.49% of the 13F portfolio, value $4,907,515.

    13F-HR 0001085146-25-004055 filed by Penney Financial, 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 85,147 shares
    Change vs previous 13F +4,755 shares

    3.2% of the 13F portfolio, value $4,865,317.

    13F-HR 0001085146-25-002537 filed by Penney Financial, 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 80,392 shares
    Change vs previous 13F +1,570 shares

    3.1% of the 13F portfolio, value $4,624,976.

    13F-HR 0001085146-25-000437 filed by Penney Financial, 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 78,822 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $4,690,717.

    13F-HR 0001085146-24-006105 filed by Penney Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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