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Disclosery

Shum Financial Group, Inc.: JEPI position timeline

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

Shum Financial Group, Inc. held 25,204 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,204 shares
    Change vs previous 13F +14,550 shares

    0.81% of the 13F portfolio, value $1,416,950.

    13F-HR 0002044675-26-000007 filed by Shum Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,654 shares
    Change vs previous 13F +1,282 shares

    0.36% of the 13F portfolio, value $601,719.

    13F-HR 0002044675-26-000006 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,372 shares
    Change vs previous 13F +924 shares

    0.38% of the 13F portfolio, value $531,186.

    13F-HR 0002044675-26-000004 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,448 shares
    Change vs previous 13F +88 shares

    0.35% of the 13F portfolio, value $483,544.

    13F-HR 0002044675-26-000001 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,360 shares
    Change vs previous 13F -17 shares

    0.36% of the 13F portfolio, value $477,337.

    13F-HR 0002044675-25-000010 filed by Shum Financial Group, Inc.
    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 8,377 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $478,681.

    13F-HR 0002044675-25-000002 filed by Shum Financial Group, Inc.
    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 8,377 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $484,208.

    13F-HR 0002044675-25-000001 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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