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Ritter Daniher Financial Advisory LLC / DE: JEPI position timeline

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

Ritter Daniher Financial Advisory LLC / DE held 35,696 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,696 shares
    Change vs previous 13F -17,104 shares

    0.31% of the 13F portfolio, value $2,016,106.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 52,800 shares
    Change vs previous 13F -67,142 shares

    0.51% of the 13F portfolio, value $2,992,725.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 119,942 shares
    Change vs previous 13F -52,359 shares

    1.15% of the 13F portfolio, value $6,865,798.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 172,301 shares
    Change vs previous 13F +9,744 shares

    1.73% of the 13F portfolio, value $9,838,395.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 162,557 shares
    Change vs previous 13F +2,875 shares

    2.27% of the 13F portfolio, value $9,241,358.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    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 159,682 shares
    Change vs previous 13F +11,894 shares

    2.49% of the 13F portfolio, value $9,124,249.

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    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 147,788 shares
    Change vs previous 13F +3,391 shares

    2.4% of the 13F portfolio, value $8,502,516.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    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 144,397 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $8,593,040.

    13F-HR 0001855205-24-000052 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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