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Disclosery

Red Mountain Financial, LLC: JEPI position timeline

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

Red Mountain Financial, LLC held 43,809 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,809 shares
    Change vs previous 13F +8,813 shares

    2.08% of the 13F portfolio, value $2,474,337.

    13F-HR 0001997650-26-000004 filed by Red Mountain 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 34,996 shares
    Change vs previous 13F +1,247 shares

    1.87% of the 13F portfolio, value $1,983,574.

    13F-HR 0001997650-26-000002 filed by Red Mountain 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 33,749 shares
    Change vs previous 13F +1,812 shares

    1.9% of the 13F portfolio, value $1,931,782.

    13F-HR 0001997650-26-000001 filed by Red Mountain 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 31,937 shares
    Change vs previous 13F +139 shares

    1.85% of the 13F portfolio, value $1,823,611.

    13F-HR 0001997650-25-000007 filed by Red Mountain 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/A 31,798 shares
    Change vs previous 13F +104 shares

    2.01% of the 13F portfolio, value $1,807,690.

    13F-HR/A 0001997650-25-000005 filed by Red Mountain 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 31,694 shares
    Change vs previous 13F +2,084 shares

    2.21% of the 13F portfolio, value $1,810,975.

    13F-HR 0001997650-25-000002 filed by Red Mountain Financial, 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 29,610 shares
    Change vs previous 13F +442 shares

    1.83% of the 13F portfolio, value $1,703,439.

    13F-HR 0001997650-25-000001 filed by Red Mountain Financial, 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 29,168 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,735,763.

    13F-HR 0001997650-24-000004 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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