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Disclosery

Sanctuary Advisors, LLC: JEPI position timeline

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

Sanctuary Advisors, LLC held 446,014 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 446,014 shares
    Change vs previous 13F -39,561 shares

    0.12% of the 13F portfolio, value $25,190,845.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 ended2026-03-31
    13F 485,575 shares
    Change vs previous 13F -18,354 shares

    0.15% of the 13F portfolio, value $27,522,378.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 ended2025-12-31
    13F 503,929 shares
    Change vs previous 13F -267,984 shares

    0.16% of the 13F portfolio, value $28,844,879.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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 ended2025-09-30
    13F/A 771,913 shares
    Change vs previous 13F +29,773 shares

    0.25% of the 13F portfolio, value $44,076,221.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 ended2025-06-30
    13F 742,140 shares
    Change vs previous 13F +90,195 shares

    0.26% of the 13F portfolio, value $42,190,679.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 ended2025-03-31
    13F 651,945 shares
    Change vs previous 13F +25,978 shares

    0.26% of the 13F portfolio, value $37,252,127.

    13F-HR 0001777271-26-000001 filed by Sanctuary Advisors, 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 625,967 shares
    Change vs previous 13F +14,265 shares

    0.23% of the 13F portfolio, value $37,013,441.

    13F-HR 0001777271-25-000001 filed by Sanctuary Advisors, 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 611,702 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $36,800,014.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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