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Traynor Capital Management, Inc.: JEPI position timeline

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

Traynor Capital Management, Inc. held 1,044,284 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,044,284 shares
    Change vs previous 13F +51,259 shares

    2.77% of the 13F portfolio, value $58,981,148.

    13F-HR 0001172661-26-002733 filed by Traynor Capital Management, Inc.
    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 993,025 shares
    Change vs previous 13F +55,988 shares

    3.29% of the 13F portfolio, value $55,261,816.

    13F-HR 0001172661-26-001988 filed by Traynor Capital Management, Inc.
    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 937,037 shares
    Change vs previous 13F +136,642 shares

    2.96% of the 13F portfolio, value $53,636,003.

    13F-HR 0001172661-26-000159 filed by Traynor Capital Management, Inc.
    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 800,395 shares
    Change vs previous 13F +140,717 shares

    2.62% of the 13F portfolio, value $45,702,532.

    13F-HR 0001172661-25-004543 filed by Traynor Capital Management, Inc.
    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 659,678 shares
    Change vs previous 13F +531,388 shares

    2.66% of the 13F portfolio, value $37,456,491.

    13F-HR 0001172661-25-002929 filed by Traynor Capital Management, Inc.
    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 128,290 shares
    Change vs previous 13F +36,947 shares

    0.62% of the 13F portfolio, value $7,330,510.

    13F-HR 0001172661-25-001664 filed by Traynor Capital Management, Inc.
    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 91,343 shares
    Change vs previous 13F +3,626 shares

    0.41% of the 13F portfolio, value $5,254,978.

    13F-HR 0001172661-25-000247 filed by Traynor Capital Management, Inc.
    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 87,717 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,220,038.

    13F-HR 0001172661-24-004359 filed by Traynor Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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