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PFG Advisors: JEPI position timeline

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

PFG Advisors held 51,742 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,742 shares
    Change vs previous 13F -12,749 shares

    0.15% of the 13F portfolio, value $2,922,389.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 64,491 shares
    Change vs previous 13F -3,403 shares

    0.18% of the 13F portfolio, value $3,655,370.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 67,894 shares
    Change vs previous 13F -219,160 shares

    0.19% of the 13F portfolio, value $3,886,227.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 287,054 shares
    Change vs previous 13F -4,655 shares

    0.67% of the 13F portfolio, value $16,390,808.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 291,709 shares
    Change vs previous 13F +18,934 shares

    0.77% of the 13F portfolio, value $16,583,651.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 272,775 shares
    Change vs previous 13F +22,028 shares

    0.87% of the 13F portfolio, value $15,586,352.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 250,747 shares
    Change vs previous 13F +15,732 shares

    0.88% of the 13F portfolio, value $14,425,475.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 235,015 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $13,985,757.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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