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Regal Investment Advisors LLC: JEPI position timeline

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

Regal Investment Advisors LLC held 49,302 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,302 shares
    Change vs previous 13F +3,134 shares

    0.14% of the 13F portfolio, value $2,784,566.

    13F-HR 0001559789-26-000004 filed by Regal 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 46,168 shares
    Change vs previous 13F +362 shares

    0.15% of the 13F portfolio, value $2,616,830.

    13F-HR 0001559789-26-000003 filed by Regal 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 45,806 shares
    Change vs previous 13F +3,199 shares

    0.16% of the 13F portfolio, value $2,621,958.

    13F-HR 0001559789-26-000002 filed by Regal 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 42,607 shares
    Change vs previous 13F +160 shares

    0.16% of the 13F portfolio, value $2,432,862.

    13F-HR 0001559789-25-000007 filed by Regal 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 42,447 shares
    Change vs previous 13F -11,467 shares

    0.18% of the 13F portfolio, value $2,413,096.

    13F-HR 0001559789-25-000003 filed by Regal 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 53,914 shares
    Change vs previous 13F -103,771 shares

    0.25% of the 13F portfolio, value $3,080,673.

    13F-HR 0001559789-25-000002 filed by Regal 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 157,685 shares
    Change vs previous 13F +19,391 shares

    0.68% of the 13F portfolio, value $9,071,644.

    13F-HR 0001559789-25-000001 filed by Regal 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 138,294 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $8,229,912.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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