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Disclosery

Stelac Advisory Services LLC: JEPI position timeline

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

Stelac Advisory Services LLC held 131,947 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,947 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $7,452,367.

    13F-HR 0001519676-26-000007 filed by Stelac Advisory Services 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 131,947 shares
    Change vs previous 13F +93,828 shares

    1.51% of the 13F portfolio, value $7,478,756.

    13F-HR 0001519676-26-000005 filed by Stelac Advisory Services 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 38,119 shares
    Change vs previous 13F -2,122 shares

    0.78% of the 13F portfolio, value $2,195,030.

    13F-HR 0001519676-26-000002 filed by Stelac Advisory Services 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 40,241 shares
    Change vs previous 13F -18,665 shares

    0.79% of the 13F portfolio, value $2,297,761.

    13F-HR 0001519676-25-000011 filed by Stelac Advisory Services 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 58,906 shares
    Change vs previous 13F +58,906 shares

    1.27% of the 13F portfolio, value $3,348,527.

    13F-HR 0001519676-25-000009 filed by Stelac Advisory Services 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 0 shares
    Change vs previous 13F -75,302 shares

    13F-HR 0001519676-25-000006 filed by Stelac Advisory Services LLC
    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.

  7. period ended2024-12-31
    13F 75,302 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $4,352,038.

    13F-HR 0001519676-25-000002 filed by Stelac Advisory Services 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 75,302 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $4,480,355.

    13F-HR 0001519676-24-000008 filed by Stelac Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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