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Disclosery

S&A Financial Services, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of S&A Financial Services, Inc. on JEPI, newest first. How the timeline and the estimate are built.

S&A Financial Services, Inc. held 94,713 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,713 shares
    Change vs previous 13F +30,598 shares

    3.27% of the 13F portfolio, value $5,349,428.

    13F-HR 0002140428-26-000006 filed by S&A Financial Services, Inc.
    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 64,115 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $3,634,066.

    13F-HR 0002140428-26-000002 filed by S&A Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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