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Strategic Blueprint, LLC: JEPI position timeline

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

Strategic Blueprint, LLC held 46,316 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,316 shares
    Change vs previous 13F -15,675 shares

    0.13% of the 13F portfolio, value $2,615,927.

    13F-HR 0001767821-26-000004 filed by Strategic Blueprint, 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 61,991 shares
    Change vs previous 13F -5,913 shares

    0.2% of the 13F portfolio, value $3,513,622.

    13F-HR 0001767821-26-000003 filed by Strategic Blueprint, 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 67,904 shares
    Change vs previous 13F -47,149 shares

    0.23% of the 13F portfolio, value $3,886,848.

    13F-HR 0001767821-26-000001 filed by Strategic Blueprint, 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 115,053 shares
    Change vs previous 13F -2,766 shares

    0.29% of the 13F portfolio, value $6,569,506.

    13F-HR 0001767821-25-000008 filed by Strategic Blueprint, 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 117,819 shares
    Change vs previous 13F +1,539 shares

    0.33% of the 13F portfolio, value $6,697,990.

    13F-HR 0001767821-25-000005 filed by Strategic Blueprint, 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 116,280 shares
    Change vs previous 13F +18,323 shares

    0.36% of the 13F portfolio, value $6,644,216.

    13F-HR 0001767821-25-000004 filed by Strategic Blueprint, 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 97,957 shares
    Change vs previous 13F +18,982 shares

    0.34% of the 13F portfolio, value $5,635,477.

    13F-HR 0001767821-25-000001 filed by Strategic Blueprint, 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 78,975 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,699,819.

    13F-HR 0001767821-24-000005 filed by Strategic Blueprint, LLC
    Filed (acceptance time not in the bulk data set), ingested

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