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Sovran Advisors, LLC: JEPI position timeline

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

Sovran Advisors, LLC held 24,209 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 24,209 shares
    Change vs previous 13F +8,399 shares

    0.1% of the 13F portfolio, value $1,377,976.

    13F-HR 0002051471-26-000004 filed by Sovran 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 15,810 shares
    Change vs previous 13F -659 shares

    0.07% of the 13F portfolio, value $910,485.

    13F-HR 0002051471-26-000003 filed by Sovran 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 16,469 shares
    Change vs previous 13F -28,172 shares

    0.08% of the 13F portfolio, value $962,279.

    13F-HR 0002051471-26-000001 filed by Sovran 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 44,641 shares
    Change vs previous 13F +7,142 shares

    0.22% of the 13F portfolio, value $2,540,532.

    13F-HR 0002051471-25-000007 filed by Sovran 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 37,499 shares
    Change vs previous 13F -16,152 shares

    0.22% of the 13F portfolio, value $2,130,319.

    13F-HR 0002051471-25-000004 filed by Sovran 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 53,651 shares
    Change vs previous 13F -1,991 shares

    0.37% of the 13F portfolio, value $2,884,281.

    13F-HR 0002051471-25-000003 filed by Sovran 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 55,642 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,199,434.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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