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Smartleaf Asset Management LLC: JEPI position timeline

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

Smartleaf Asset Management LLC held 130,729 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,729 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $7,378,383.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 130,729 shares
    Change vs previous 13F +35,503 shares

    0.26% of the 13F portfolio, value $7,275,106.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 95,226 shares
    Change vs previous 13F +28,096 shares

    0.21% of the 13F portfolio, value $5,521,243.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 67,130 shares
    Change vs previous 13F +19,550 shares

    0.24% of the 13F portfolio, value $3,823,737.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 47,580 shares
    Change vs previous 13F -27,933 shares

    0.24% of the 13F portfolio, value $2,695,932.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 75,513 shares
    Change vs previous 13F +892 shares

    0.41% of the 13F portfolio, value $4,280,098.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 74,621 shares
    Change vs previous 13F -13,318 shares

    0.44% of the 13F portfolio, value $4,325,055.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 87,939 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,224,479.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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