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Disclosery

South Shore Capital Advisors: JEPI position timeline

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

South Shore Capital Advisors held 5,716 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,716 shares
    Change vs previous 13F +549 shares

    0.22% of the 13F portfolio, value $322,820.

    13F-HR 0002063364-26-000248 filed by South Shore Capital Advisors
    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 5,167 shares
    Change vs previous 13F +805 shares

    0.21% of the 13F portfolio, value $292,862.

    13F-HR 0002063364-26-000126 filed by South Shore Capital Advisors
    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 4,362 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $249,706.

    13F-HR 0002063364-26-000010 filed by South Shore Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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