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Ulland Investment Advisors, LLC: JEPI position timeline

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

Ulland Investment Advisors, LLC held 91,673 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 91,673 shares
    Change vs previous 13F -322 shares

    3.62% of the 13F portfolio, value $5,154,000.

    13F-HR 0001911497-26-000005 filed by Ulland Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 91,995 shares
    Change vs previous 13F +3,660 shares

    3.83% of the 13F portfolio, value $5,196,000.

    13F-HR 0001911497-26-000004 filed by Ulland Investment 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 88,335 shares
    Change vs previous 13F -1,210 shares

    4.29% of the 13F portfolio, value $5,007,000.

    13F-HR 0001911497-26-000002 filed by Ulland Investment 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 89,545 shares
    Change vs previous 13F -1,593 shares

    4.1% of the 13F portfolio, value $5,126,000.

    13F-HR 0001911497-26-000001 filed by Ulland Investment 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 91,138 shares
    Change vs previous 13F -2,596 shares

    3.92% of the 13F portfolio, value $5,204,000.

    13F-HR 0001911497-25-000006 filed by Ulland Investment 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 93,734 shares
    Change vs previous 13F +15,901 shares

    4.07% of the 13F portfolio, value $5,329,000.

    13F-HR 0001911497-25-000004 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 77,833 shares
    Change vs previous 13F +77,303 shares

    3.72% of the 13F portfolio, value $4,447,000.

    13F-HR 0001911497-25-000002 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 530 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $31,000.

    13F-HR 0001911497-25-000001 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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