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RoundAngle Advisors LLC: JEPI position timeline

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

RoundAngle Advisors LLC held 20,163 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 20,163 shares
    Change vs previous 13F -2,028 shares

    0.85% of the 13F portfolio, value $1,142,839.

    13F-HR 0002049176-26-000002 filed by RoundAngle 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 ended2025-12-31
    13F 22,191 shares
    Change vs previous 13F -288 shares

    0.92% of the 13F portfolio, value $1,270,213.

    13F-HR 0002049176-26-000001 filed by RoundAngle 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 ended2025-09-30
    13F 22,479 shares
    Change vs previous 13F -113 shares

    0.99% of the 13F portfolio, value $1,283,551.

    13F-HR 0001085146-25-005909 filed by RoundAngle 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 ended2025-06-30
    13F 22,592 shares
    Change vs previous 13F +64 shares

    1.07% of the 13F portfolio, value $1,284,355.

    13F-HR 0001085146-25-004181 filed by RoundAngle 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 ended2025-03-31
    13F 22,528 shares
    Change vs previous 13F +196 shares

    1.18% of the 13F portfolio, value $1,287,250.

    13F-HR 0001085146-25-002374 filed by RoundAngle 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 ended2024-12-31
    13F 22,332 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,284,760.

    13F-HR 0001085146-25-000243 filed by RoundAngle Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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