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STUDIO INVESTMENT MANAGEMENT LLC: JEPI position timeline

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

STUDIO INVESTMENT MANAGEMENT LLC held 54,050 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,050 shares
    Change vs previous 13F +3,034 shares

    0.52% of the 13F portfolio, value $3,052,744.

    13F-HR 0001893893-26-000009 filed by STUDIO INVESTMENT MANAGEMENT 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/A 51,016 shares
    Change vs previous 13F +32,634 shares

    0.52% of the 13F portfolio, value $2,891,587.

    13F-HR/A 0001893893-26-000007 filed by STUDIO INVESTMENT MANAGEMENT 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 18,382 shares
    Change vs previous 13F +1,308 shares

    0.19% of the 13F portfolio, value $1,060,036.

    13F-HR 0001893893-26-000001 filed by STUDIO INVESTMENT MANAGEMENT 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 17,074 shares
    Change vs previous 13F +488 shares

    0.18% of the 13F portfolio, value $974,925.

    13F-HR 0001893893-25-000006 filed by STUDIO INVESTMENT MANAGEMENT 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 16,586 shares
    Change vs previous 13F +2,171 shares

    0.19% of the 13F portfolio, value $942,914.

    13F-HR 0001893893-25-000004 filed by STUDIO INVESTMENT MANAGEMENT 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 14,415 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $823,673.

    13F-HR 0001893893-25-000003 filed by STUDIO INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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