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Sterling Investment Advisors, Ltd.: JEPI position timeline

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

Sterling Investment Advisors, Ltd. held 147,147 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,147 shares
    Change vs previous 13F +5,171 shares

    1.39% of the 13F portfolio, value $8,310,852.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    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 141,976 shares
    Change vs previous 13F +10,547 shares

    1.46% of the 13F portfolio, value $8,047,174.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    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 131,429 shares
    Change vs previous 13F +5,101 shares

    1.39% of the 13F portfolio, value $7,522,984.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    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 126,328 shares
    Change vs previous 13F -622 shares

    1.4% of the 13F portfolio, value $7,213,317.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    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 126,950 shares
    Change vs previous 13F +8,804 shares

    1.58% of the 13F portfolio, value $7,217,120.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    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 118,146 shares
    Change vs previous 13F +18,955 shares

    1.62% of the 13F portfolio, value $6,750,886.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    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 99,191 shares
    Change vs previous 13F +8,256 shares

    1.38% of the 13F portfolio, value $5,706,483.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    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 90,935 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $5,411,536.

    13F-HR 0001701132-24-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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