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ROMAN BUTLER FULLERTON & CO: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMAN BUTLER FULLERTON & CO on JEPI, newest first. How the timeline and the estimate are built.

ROMAN BUTLER FULLERTON & CO held 4,849 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,849 shares
    Change vs previous 13F +154 shares

    0.07% of the 13F portfolio, value $275,251.

    13F-HR 0000733444-26-000008 filed by ROMAN BUTLER FULLERTON & CO
    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 4,695 shares
    Change vs previous 13F +1,239 shares

    0.07% of the 13F portfolio, value $270,490.

    13F-HR 0000733444-26-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 3,456 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $201,610.

    13F-HR 0000733444-26-000002 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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