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Disclosery

SFE Investment Counsel: JEPI position timeline

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

SFE Investment Counsel held 33,076 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,076 shares
    Change vs previous 13F -2,226 shares

    0.26% of the 13F portfolio, value $1,868,132.

    13F-HR 0001317784-26-000003 filed by SFE Investment Counsel
    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 35,302 shares
    Change vs previous 13F -3,799 shares

    0.32% of the 13F portfolio, value $2,000,917.

    13F-HR 0001317784-26-000002 filed by SFE Investment Counsel
    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 39,101 shares
    Change vs previous 13F -3,056 shares

    0.35% of the 13F portfolio, value $2,238,141.

    13F-HR 0001317784-26-000001 filed by SFE Investment Counsel
    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 42,157 shares
    Change vs previous 13F -6,993 shares

    0.38% of the 13F portfolio, value $2,407,165.

    13F-HR 0001317784-25-000003 filed by SFE Investment Counsel
    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 49,150 shares
    Change vs previous 13F -22,414 shares

    0.49% of the 13F portfolio, value $2,794,178.

    13F-HR 0001085146-25-004662 filed by SFE Investment Counsel
    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 71,564 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,089,167.

    13F-HR 0001085146-25-002652 filed by SFE Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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