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TUCKER ASSET MANAGEMENT LLC: JEPI position timeline

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

TUCKER ASSET MANAGEMENT LLC held 34,008 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,008 shares
    Change vs previous 13F +10,075 shares

    0.47% of the 13F portfolio, value $1,920,749.

    13F-HR 0001398344-26-015711 filed by TUCKER ASSET 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 23,933 shares
    Change vs previous 13F +853 shares

    0.41% of the 13F portfolio, value $1,356,528.

    13F-HR 0001398344-26-015706 filed by TUCKER ASSET 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 23,080 shares
    Change vs previous 13F -849 shares

    0.38% of the 13F portfolio, value $1,321,108.

    13F-HR 0001398344-26-002318 filed by TUCKER ASSET 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 23,929 shares
    Change vs previous 13F +4,486 shares

    0.41% of the 13F portfolio, value $1,366,321.

    13F-HR 0001398344-26-000220 filed by TUCKER ASSET 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 19,443 shares
    Change vs previous 13F +1,152 shares

    0.35% of the 13F portfolio, value $1,105,316.

    13F-HR 0001398344-26-000218 filed by TUCKER ASSET 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 18,291 shares
    Change vs previous 13F -1,634 shares

    0.34% of the 13F portfolio, value $1,045,167.

    13F-HR 0001398344-26-000215 filed by TUCKER ASSET 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 19,925 shares
    Change vs previous 13F +1,531 shares

    0.12% of the 13F portfolio, value $1,146,270.

    13F-HR 0001398344-25-002523 filed by TUCKER ASSET 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 18,394 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,094,627.

    13F-HR 0001398344-25-001689 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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