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Disclosery

Sunpointe, LLC: JEPI position timeline

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

Sunpointe, LLC held 57,425 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,425 shares
    Change vs previous 13F -3,321 shares

    0.92% of the 13F portfolio, value $3,243,381.

    13F-HR 0001951757-26-001064 filed by Sunpointe, 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 60,746 shares
    Change vs previous 13F +330 shares

    1.13% of the 13F portfolio, value $3,443,080.

    13F-HR 0001951757-26-000676 filed by Sunpointe, 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 60,416 shares
    Change vs previous 13F +7,155 shares

    1.16% of the 13F portfolio, value $3,484,043.

    13F-HR 0001951757-26-000289 filed by Sunpointe, 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 53,261 shares
    Change vs previous 13F +3,400 shares

    1.1% of the 13F portfolio, value $3,041,219.

    13F-HR 0001951757-25-001401 filed by Sunpointe, 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 49,861 shares
    Change vs previous 13F +1,205 shares

    1.12% of the 13F portfolio, value $2,834,580.

    13F-HR 0001951757-25-000602 filed by Sunpointe, 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 48,656 shares
    Change vs previous 13F +5,316 shares

    1.48% of the 13F portfolio, value $2,780,192.

    13F-HR 0001951757-25-000527 filed by Sunpointe, 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 43,340 shares
    Change vs previous 13F +18,212 shares

    1.26% of the 13F portfolio, value $2,510,460.

    13F-HR 0001951757-25-000169 filed by Sunpointe, 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 25,128 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,495,367.

    13F-HR 0001951757-24-001043 filed by Sunpointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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