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Thrive Capital Management, LLC: JEPI position timeline

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

Thrive Capital Management, LLC held 86,034 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,034 shares
    Change vs previous 13F -19,954 shares

    0.92% of the 13F portfolio, value $4,859,215.

    13F-HR 0001845943-26-000003 filed by Thrive Capital 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 105,988 shares
    Change vs previous 13F +29,793 shares

    1.32% of the 13F portfolio, value $6,007,391.

    13F-HR 0001845943-26-000002 filed by Thrive Capital 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 76,195 shares
    Change vs previous 13F -22,225 shares

    0.97% of the 13F portfolio, value $4,361,376.

    13F-HR 0001845943-26-000001 filed by Thrive Capital 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 98,420 shares
    Change vs previous 13F +7,070 shares

    1.45% of the 13F portfolio, value $5,619,762.

    13F-HR 0001845943-25-000004 filed by Thrive Capital 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 91,350 shares
    Change vs previous 13F +71,795 shares

    1.63% of the 13F portfolio, value $5,193,227.

    13F-HR 0001986042-25-000011 filed by Thrive Capital 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 19,555 shares
    Change vs previous 13F -34,108 shares

    0.67% of the 13F portfolio, value $1,117,388.

    13F-HR 0001845943-25-000002 filed by Thrive Capital Management, 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 53,663 shares
    Change vs previous 13F +21,502 shares

    1.42% of the 13F portfolio, value $3,087,260.

    13F-HR 0001845943-25-000001 filed by Thrive Capital Management, 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 32,161 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,913,812.

    13F-HR 0001845943-24-000005 filed by Thrive Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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