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St. Clair Advisors, LLC: JEPI position timeline

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

St. Clair Advisors, LLC held 226,145 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,145 shares
    Change vs previous 13F -53,509 shares

    3.29% of the 13F portfolio, value $12,772,709.

    13F-HR 0002056292-26-000003 filed by St. Clair 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 279,654 shares
    Change vs previous 13F +15,346 shares

    4.22% of the 13F portfolio, value $15,850,827.

    13F-HR 0002056292-26-000002 filed by St. Clair 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 264,308 shares
    Change vs previous 13F +2,318 shares

    3.9% of the 13F portfolio, value $15,129,000.

    13F-HR 0002056292-26-000001 filed by St. Clair 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 261,990 shares
    Change vs previous 13F -34,977 shares

    3.97% of the 13F portfolio, value $14,959,639.

    13F-HR 0002056292-25-000026 filed by St. Clair 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 296,967 shares
    Change vs previous 13F +11,350 shares

    4.42% of the 13F portfolio, value $16,882,573.

    13F-HR 0002056292-25-000024 filed by St. Clair 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 285,617 shares
    Change vs previous 13F -1,874 shares

    4.57% of the 13F portfolio, value $16,320,165.

    13F-HR 0002056292-25-000021 filed by St. Clair 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 287,491 shares
    Change vs previous 13F +5,055 shares

    4.75% of the 13F portfolio, value $16,539,401.

    13F-HR 0002056292-25-000003 filed by St. Clair 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 282,436 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $16,807,763.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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