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Disclosery

Sigma Planning Corp: JEPI position timeline

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

Sigma Planning Corp held 129,123 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,123 shares
    Change vs previous 13F -15,160 shares

    0.18% of the 13F portfolio, value $7,292,889.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 144,283 shares
    Change vs previous 13F -7,460 shares

    0.23% of the 13F portfolio, value $8,177,982.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 151,743 shares
    Change vs previous 13F -38,329 shares

    0.24% of the 13F portfolio, value $8,688,348.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 190,072 shares
    Change vs previous 13F -14,882 shares

    0.31% of the 13F portfolio, value $10,853,115.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 204,954 shares
    Change vs previous 13F -22,156 shares

    0.35% of the 13F portfolio, value $11,651,633.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 227,110 shares
    Change vs previous 13F +14,008 shares

    0.41% of the 13F portfolio, value $12,977,051.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 213,102 shares
    Change vs previous 13F -59,209 shares

    0.38% of the 13F portfolio, value $12,259,753.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 272,311 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $16,205,215.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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