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Prime Capital Investment Advisors, LLC: JEPI position timeline

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

Prime Capital Investment Advisors, LLC held 524,142 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 524,142 shares
    Change vs previous 13F +23,875 shares

    0.29% of the 13F portfolio, value $29,603,540.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment Advisors, 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 500,267 shares
    Change vs previous 13F +312,018 shares

    0.33% of the 13F portfolio, value $28,355,137.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment Advisors, 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 188,249 shares
    Change vs previous 13F -12,074 shares

    0.13% of the 13F portfolio, value $10,775,383.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment Advisors, 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 200,323 shares
    Change vs previous 13F -31,045 shares

    0.14% of the 13F portfolio, value $11,438,464.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment Advisors, 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 231,368 shares
    Change vs previous 13F -704,654 shares

    0.17% of the 13F portfolio, value $13,153,244.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment Advisors, 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 936,022 shares
    Change vs previous 13F +426,917 shares

    0.62% of the 13F portfolio, value $53,484,292.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment Advisors, LLC
    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 509,105 shares
    Change vs previous 13F +6,902 shares

    0.43% of the 13F portfolio, value $29,288,808.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment Advisors, LLC
    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 502,203 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $29,886,123.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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