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PINNACLE ASSOCIATES LTD: JEPI position timeline

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

PINNACLE ASSOCIATES LTD held 728,737 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 728,737 shares
    Change vs previous 13F +11,209 shares

    0.45% of the 13F portfolio, value $41,159,077.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 717,528 shares
    Change vs previous 13F +36,266 shares

    0.52% of the 13F portfolio, value $40,669,475.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 681,262 shares
    Change vs previous 13F -13,574 shares

    0.5% of the 13F portfolio, value $38,995,460.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 694,836 shares
    Change vs previous 13F +11,061 shares

    0.53% of the 13F portfolio, value $39,675,121.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 683,775 shares
    Change vs previous 13F +5,209 shares

    0.56% of the 13F portfolio, value $38,872,633.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 678,566 shares
    Change vs previous 13F +47,310 shares

    0.57% of the 13F portfolio, value $38,773,268.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 631,256 shares
    Change vs previous 13F +44,310 shares

    0.49% of the 13F portfolio, value $36,316,166.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 586,946 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $32,270,311.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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