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Disclosery

SMITH, MOORE & CO.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH, MOORE & CO. on JEPI, newest first. How the timeline and the estimate are built.

SMITH, MOORE & CO. held 23,375 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 23,375 shares
    Change vs previous 13F -456 shares

    0.09% of the 13F portfolio, value $1,320,248.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & CO.
    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 23,831 shares
    Change vs previous 13F -1,495 shares

    0.1% of the 13F portfolio, value $1,350,737.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & CO.
    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 25,326 shares
    Change vs previous 13F -5,147 shares

    0.11% of the 13F portfolio, value $1,449,655.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & CO.
    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 30,473 shares
    Change vs previous 13F -39,718 shares

    0.13% of the 13F portfolio, value $1,740,001.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
    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 70,191 shares
    Change vs previous 13F +4,224 shares

    0.33% of the 13F portfolio, value $3,990,383.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
    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 65,967 shares
    Change vs previous 13F +1,914 shares

    0.35% of the 13F portfolio, value $3,769,340.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
    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 64,053 shares
    Change vs previous 13F +1,541 shares

    0.34% of the 13F portfolio, value $3,684,974.

    13F-HR 0000200724-25-000002 filed by SMITH, MOORE & CO.
    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 62,512 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,720,117.

    13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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