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Van Hulzen Asset Management, LLC: JEPI position timeline

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

Van Hulzen Asset Management, LLC held 54,220 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,220 shares
    Change vs previous 13F +9,074 shares

    0.22% of the 13F portfolio, value $3,062,335.

    13F-HR 0001765380-26-000374 filed by Van Hulzen 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 45,146 shares
    Change vs previous 13F +5,310 shares

    0.19% of the 13F portfolio, value $2,558,865.

    13F-HR 0001765380-26-000214 filed by Van Hulzen 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 39,836 shares
    Change vs previous 13F +91 shares

    0.17% of the 13F portfolio, value $2,280,240.

    13F-HR 0001765380-26-000079 filed by Van Hulzen 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 39,745 shares
    Change vs previous 13F +1,219 shares

    0.17% of the 13F portfolio, value $2,269,444.

    13F-HR 0001765380-25-000494 filed by Van Hulzen 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 38,526 shares
    Change vs previous 13F +2,354 shares

    0.18% of the 13F portfolio, value $2,190,181.

    13F-HR 0001765380-25-000369 filed by Van Hulzen 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 36,172 shares
    Change vs previous 13F +820 shares

    0.19% of the 13F portfolio, value $2,066,891.

    13F-HR 0001765380-25-000232 filed by Van Hulzen 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 35,352 shares
    Change vs previous 13F +2,013 shares

    0.15% of the 13F portfolio, value $2,033,800.

    13F-HR 0001600145-25-000001 filed by Van Hulzen 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 33,339 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,984,000.

    13F-HR 0001600145-24-000012 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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