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Disclosery

SageGuard Financial Group, LLC: JEPI position timeline

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

SageGuard Financial Group, LLC held 172,323 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 172,323 shares
    Change vs previous 13F -51,907 shares

    1.37% of the 13F portfolio, value $9,732,780.

    13F-HR 0002085853-26-000869 filed by SageGuard Financial Group, 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 224,230 shares
    Change vs previous 13F -74,218 shares

    1.97% of the 13F portfolio, value $12,709,349.

    13F-HR 0002085853-26-000465 filed by SageGuard Financial Group, 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 298,448 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $17,083,164.

    13F-HR 0002085853-26-000111 filed by SageGuard Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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