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Register Financial Advisors LLC: JEPI position timeline

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

Register Financial Advisors LLC held 65,628 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,628 shares
    Change vs previous 13F +841 shares

    1.14% of the 13F portfolio, value $3,706,680.

    13F-HR 0001398344-26-012152 filed by Register Financial 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 64,787 shares
    Change vs previous 13F +1,363 shares

    1.36% of the 13F portfolio, value $3,672,112.

    13F-HR 0001398344-26-006554 filed by Register Financial 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 63,424 shares
    Change vs previous 13F -506 shares

    1.41% of the 13F portfolio, value $3,630,402.

    13F-HR 0001398344-26-000936 filed by Register Financial 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 63,930 shares
    Change vs previous 13F +856 shares

    1.44% of the 13F portfolio, value $3,650,381.

    13F-HR 0001398344-25-020010 filed by Register Financial 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 63,074 shares
    Change vs previous 13F +7,651 shares

    1.57% of the 13F portfolio, value $3,585,755.

    13F-HR 0001398344-25-013182 filed by Register Financial 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 55,423 shares
    Change vs previous 13F +5,163 shares

    1.65% of the 13F portfolio, value $3,166,888.

    13F-HR 0001398344-25-007432 filed by Register Financial 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 50,260 shares
    Change vs previous 13F +2,317 shares

    1.45% of the 13F portfolio, value $2,891,465.

    13F-HR 0001398344-25-000892 filed by Register Financial 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 47,943 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,853,114.

    13F-HR 0001398344-24-018875 filed by Register Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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