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Steward Partners Investment Advisory, LLC: JEPI position timeline

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

Steward Partners Investment Advisory, LLC held 989,010 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 989,010 shares
    Change vs previous 13F -49,067 shares

    0.29% of the 13F portfolio, value $55,859,279.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 1,038,077 shares
    Change vs previous 13F +28,708 shares

    0.3% of the 13F portfolio, value $58,838,195.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 1,009,369 shares
    Change vs previous 13F +25,300 shares

    0.32% of the 13F portfolio, value $57,776,293.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 984,069 shares
    Change vs previous 13F +45,581 shares

    0.32% of the 13F portfolio, value $56,190,330.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 938,488 shares
    Change vs previous 13F +70,109 shares

    0.42% of the 13F portfolio, value $53,353,058.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 868,379 shares
    Change vs previous 13F +88,500 shares

    0.44% of the 13F portfolio, value $49,619,217.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 779,879 shares
    Change vs previous 13F +23,010 shares

    0.4% of the 13F portfolio, value $44,866,453.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 756,869 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $45,041,295.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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