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Disclosery

Snowden Capital Advisors LLC: JEPI position timeline

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

Snowden Capital Advisors LLC held 137,343 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,343 shares
    Change vs previous 13F -10,941 shares

    0.18% of the 13F portfolio, value $7,757,128.

    13F-HR 0001172661-26-003380 filed by Snowden Capital Advisors 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 148,284 shares
    Change vs previous 13F -204 shares

    0.22% of the 13F portfolio, value $8,404,725.

    13F-HR 0001172661-26-002018 filed by Snowden Capital Advisors 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 148,488 shares
    Change vs previous 13F +8,947 shares

    0.22% of the 13F portfolio, value $8,562,889.

    13F-HR 0001172661-26-000888 filed by Snowden Capital Advisors 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 139,541 shares
    Change vs previous 13F +825 shares

    0.22% of the 13F portfolio, value $7,967,789.

    13F-HR 0001172661-25-005003 filed by Snowden Capital Advisors 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 138,716 shares
    Change vs previous 13F -17,156 shares

    0.23% of the 13F portfolio, value $7,886,010.

    13F-HR 0001172661-25-003419 filed by Snowden Capital Advisors 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 155,872 shares
    Change vs previous 13F +25,905 shares

    0.29% of the 13F portfolio, value $8,906,505.

    13F-HR 0001172661-25-001894 filed by Snowden Capital Advisors 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 129,967 shares
    Change vs previous 13F +7,928 shares

    0.23% of the 13F portfolio, value $7,528,285.

    13F-HR 0001172661-25-000945 filed by Snowden Capital Advisors 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 122,039 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,262,542.

    13F-HR 0001172661-24-005281 filed by Snowden Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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