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Disclosery

Smith Anglin Financial, LLC: JEPI position timeline

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

Smith Anglin Financial, LLC held 6,556 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,556 shares
    Change vs previous 13F -127 shares

    0.03% of the 13F portfolio, value $372,698.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 6,683 shares
    Change vs previous 13F -14,799 shares

    0.04% of the 13F portfolio, value $381,839.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 21,482 shares
    Change vs previous 13F +3,836 shares

    0.12% of the 13F portfolio, value $1,235,846.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 17,646 shares
    Change vs previous 13F -2,038 shares

    0.1% of the 13F portfolio, value $1,050,108.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 19,684 shares
    Change vs previous 13F +76 shares

    0.11% of the 13F portfolio, value $1,115,680.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,608 shares
    Change vs previous 13F +5,898 shares

    0.12% of the 13F portfolio, value $1,134,547.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 13,710 shares
    Change vs previous 13F +4,942 shares

    0.09% of the 13F portfolio, value $753,784.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 8,768 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $469,637.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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