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Disclosery

Requisite Capital Management, LLC: JEPI position timeline

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

Requisite Capital Management, LLC held 509,299 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 509,299 shares
    Change vs previous 13F +216,286 shares

    4.76% of the 13F portfolio, value $28,765,231.

    13F-HR 0001951757-26-001183 filed by Requisite Capital Management, 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 293,013 shares
    Change vs previous 13F +39,835 shares

    3.09% of the 13F portfolio, value $16,607,998.

    13F-HR 0001951757-26-000856 filed by Requisite Capital Management, 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 253,178 shares
    Change vs previous 13F +19,817 shares

    2.77% of the 13F portfolio, value $14,600,026.

    13F-HR 0001951757-26-000366 filed by Requisite Capital Management, 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 233,361 shares
    Change vs previous 13F +5,858 shares

    2.24% of the 13F portfolio, value $13,324,895.

    13F-HR 0001951757-25-001386 filed by Requisite Capital Management, 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 227,503 shares
    Change vs previous 13F -1,030,632 shares

    2.8% of the 13F portfolio, value $12,933,541.

    13F-HR 0001951757-25-000889 filed by Requisite Capital Management, 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 1,258,135 shares
    Change vs previous 13F -85,158 shares

    16.21% of the 13F portfolio, value $71,889,813.

    13F-HR 0001951757-25-000362 filed by Requisite Capital Management, 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 1,343,293 shares
    Change vs previous 13F -108,944 shares

    15.88% of the 13F portfolio, value $77,811,624.

    13F-HR 0001951757-25-000088 filed by Requisite Capital Management, 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 1,452,237 shares
    Change vs previous 13F not available

    18.06% of the 13F portfolio, value $86,422,601.

    13F-HR 0001951757-24-001006 filed by Requisite Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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