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RPS ADVISORY SOLUTIONS LLC: JEPI position timeline

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

RPS ADVISORY SOLUTIONS LLC held 3,655 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,655 shares
    Change vs previous 13F -476 shares

    0.14% of the 13F portfolio, value $206,410.

    13F-HR 0001765380-26-000328 filed by RPS ADVISORY SOLUTIONS 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 4,131 shares
    Change vs previous 13F -411 shares

    0.13% of the 13F portfolio, value $234,132.

    13F-HR 0001765380-26-000139 filed by RPS ADVISORY SOLUTIONS 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 4,542 shares
    Change vs previous 13F -131 shares

    0.12% of the 13F portfolio, value $259,968.

    13F-HR 0001765380-26-000067 filed by RPS ADVISORY SOLUTIONS 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 4,673 shares
    Change vs previous 13F -267 shares

    0.13% of the 13F portfolio, value $266,836.

    13F-HR 0001765380-25-000501 filed by RPS ADVISORY SOLUTIONS 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 4,940 shares
    Change vs previous 13F -145 shares

    0.15% of the 13F portfolio, value $280,851.

    13F-HR 0001765380-25-000294 filed by RPS ADVISORY SOLUTIONS 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 5,085 shares
    Change vs previous 13F +6 shares

    0.21% of the 13F portfolio, value $290,551.

    13F-HR 0001765380-25-000206 filed by RPS ADVISORY SOLUTIONS 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 5,079 shares
    Change vs previous 13F +381 shares

    0.18% of the 13F portfolio, value $292,189.

    13F-HR 0001765380-25-000029 filed by RPS ADVISORY SOLUTIONS 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 4,698 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $279,564.

    13F-HR 0001765380-24-000392 filed by RPS ADVISORY SOLUTIONS LLC
    Filed (acceptance time not in the bulk data set), ingested

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