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Peregrine Asset Advisers, Inc.: JEPI position timeline

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

Peregrine Asset Advisers, Inc. held 86,632 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,632 shares
    Change vs previous 13F -2,916 shares

    1.06% of the 13F portfolio, value $4,892,996.

    13F-HR 0001941040-26-000541 filed by Peregrine Asset Advisers, Inc.
    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 89,548 shares
    Change vs previous 13F -1,686 shares

    1.37% of the 13F portfolio, value $5,075,559.

    13F-HR 0001941040-26-000260 filed by Peregrine Asset Advisers, Inc.
    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 91,234 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $5,222,234.

    13F-HR 0001941040-26-000064 filed by Peregrine Asset Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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