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Disclosery

STALEY CAPITAL ADVISERS INC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STALEY CAPITAL ADVISERS INC on JEPI, newest first. How the timeline and the estimate are built.

STALEY CAPITAL ADVISERS INC held 0 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,345 shares

    13F-HR 0001106565-26-000004 filed by STALEY CAPITAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,345 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $305,956.

    13F-HR 0001106565-26-000001 filed by STALEY CAPITAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,283 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $301,634.

    13F-HR 0001106565-25-000009 filed by STALEY CAPITAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,218 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $296,644.

    13F-HR 0001106565-25-000008 filed by STALEY CAPITAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,137 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $293,500.

    13F-HR 0001106565-25-000006 filed by STALEY CAPITAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,148 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $296,147.

    13F-HR 0001106565-25-000001 filed by STALEY CAPITAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,021 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $298,783.

    13F-HR 0001106565-24-000006 filed by STALEY CAPITAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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