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Disclosery

Portfolio Strategies, Inc.: JEPI position timeline

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

Portfolio Strategies, Inc. held 17,556 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 17,556 shares
    Change vs previous 13F -11 shares

    0.1% of the 13F portfolio, value $991,563.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, 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 17,567 shares
    Change vs previous 13F +1,507 shares

    0.12% of the 13F portfolio, value $995,698.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, 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 16,060 shares
    Change vs previous 13F -20,099 shares

    0.11% of the 13F portfolio, value $919,274.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, Inc.
    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 36,159 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,064,679.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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