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Tactive Advisors, LLC: JEPI position timeline

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

Tactive Advisors, LLC held 15,930 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,930 shares
    Change vs previous 13F -347 shares

    0.22% of the 13F portfolio, value $895,584.

    13F-HR 0002085853-26-001112 filed by Tactive Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,277 shares
    Change vs previous 13F +487 shares

    0.23% of the 13F portfolio, value $919,324.

    13F-HR 0002085853-26-000659 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,790 shares
    Change vs previous 13F -998 shares

    0.25% of the 13F portfolio, value $894,986.

    13F-HR 0002085853-26-000401 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,788 shares
    Change vs previous 13F +116 shares

    0.28% of the 13F portfolio, value $960,948.

    13F-HR 0002085853-26-000027 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,672 shares
    Change vs previous 13F +511 shares

    0.27% of the 13F portfolio, value $951,994.

    13F-HR 0002085853-25-000088 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,161 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $918,774.

    13F-HR 0001667731-25-001146 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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