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Disclosery

Samalin Investment Counsel, LLC: JEPI position timeline

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

Samalin Investment Counsel, LLC held 0 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-01-30.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,853 shares

    13F-HR 0002085853-26-000149 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,853 shares
    Change vs previous 13F -2,003 shares

    0.12% of the 13F portfolio, value $334,199.

    13F-HR 0002085853-25-000190 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 7,856 shares
    Change vs previous 13F +1,050 shares

    0.17% of the 13F portfolio, value $446,651.

    13F-HR 0001172661-25-002954 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 6,806 shares
    Change vs previous 13F -2,156 shares

    0.16% of the 13F portfolio, value $388,910.

    13F-HR 0001172661-25-001910 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 8,962 shares
    Change vs previous 13F -984 shares

    0.22% of the 13F portfolio, value $515,598.

    13F-HR 0001172661-25-000656 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 9,946 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $591,864.

    13F-HR 0001172661-24-004595 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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