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Quad-Cities Investment Group, LLC: JEPI position timeline

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

Quad-Cities Investment Group, LLC held 4,631 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,631 shares
    Change vs previous 13F +77 shares

    0.09% of the 13F portfolio, value $261,532.

    13F-HR 0001741426-26-000004 filed by Quad-Cities Investment Group, 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 4,554 shares
    Change vs previous 13F +67 shares

    0.1% of the 13F portfolio, value $258,115.

    13F-HR 0001741426-26-000002 filed by Quad-Cities Investment Group, 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 4,487 shares
    Change vs previous 13F +64 shares

    0.11% of the 13F portfolio, value $256,857.

    13F-HR 0001741426-26-000001 filed by Quad-Cities Investment Group, 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 4,423 shares
    Change vs previous 13F +66 shares

    0.11% of the 13F portfolio, value $252,573.

    13F-HR 0001741426-25-000003 filed by Quad-Cities Investment Group, 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 4,357 shares
    Change vs previous 13F +82 shares

    0.11% of the 13F portfolio, value $247,718.

    13F-HR 0001085146-25-003760 filed by Quad-Cities Investment Group, 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 4,275 shares
    Change vs previous 13F -243 shares

    0.12% of the 13F portfolio, value $244,252.

    13F-HR 0001085146-25-001959 filed by Quad-Cities Investment Group, 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 4,518 shares
    Change vs previous 13F -781 shares

    0.13% of the 13F portfolio, value $259,896.

    13F-HR 0001085146-25-000168 filed by Quad-Cities Investment Group, 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 5,299 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $315,316.

    13F-HR 0001085146-24-004945 filed by Quad-Cities Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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