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Disclosery

Plan Group Financial, LLC: JEPI position timeline

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

Plan Group Financial, LLC held 24,314 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 24,314 shares
    Change vs previous 13F +8,073 shares

    0.28% of the 13F portfolio, value $1,373,282.

    13F-HR 0001940033-26-000006 filed by Plan Group 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 16,241 shares
    Change vs previous 13F +5,390 shares

    0.22% of the 13F portfolio, value $920,535.

    13F-HR 0001940033-26-000004 filed by Plan Group 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 10,851 shares
    Change vs previous 13F +3,901 shares

    0.16% of the 13F portfolio, value $621,105.

    13F-HR 0001940033-26-000001 filed by Plan Group 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 6,950 shares
    Change vs previous 13F +17 shares

    0.11% of the 13F portfolio, value $396,835.

    13F-HR 0001940033-25-000007 filed by Plan Group 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 6,933 shares
    Change vs previous 13F +1,792 shares

    0.13% of the 13F portfolio, value $394,143.

    13F-HR 0001940033-25-000005 filed by Plan Group 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 5,141 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $293,776.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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