Skip to content
Disclosery

Verity Asset Management, Inc.: JEPI position timeline

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

Verity Asset Management, Inc. held 23,197 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 23,197 shares
    Change vs previous 13F -152 shares

    0.5% of the 13F portfolio, value $1,310,117.

    13F-HR 0001597298-26-000003 filed by Verity Asset 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 23,349 shares
    Change vs previous 13F -2,356 shares

    0.56% of the 13F portfolio, value $1,323,410.

    13F-HR 0001597298-26-000002 filed by Verity Asset 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 25,705 shares
    Change vs previous 13F -62,209 shares

    0.63% of the 13F portfolio, value $1,471,329.

    13F-HR 0001597298-26-000001 filed by Verity Asset 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 87,914 shares
    Change vs previous 13F -48,503 shares

    1.64% of the 13F portfolio, value $5,019,872.

    13F-HR 0001597298-25-000005 filed by Verity Asset 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 136,417 shares
    Change vs previous 13F +2,782 shares

    3.7% of the 13F portfolio, value $7,755,521.

    13F-HR 0001597298-25-000004 filed by Verity Asset 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 133,635 shares
    Change vs previous 13F -29,995 shares

    3.11% of the 13F portfolio, value $7,635,895.

    13F-HR 0001597298-25-000002 filed by Verity Asset 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 163,630 shares
    Change vs previous 13F -1,626 shares

    4.17% of the 13F portfolio, value $7,405,722.

    13F-HR 0001597298-25-000001 filed by Verity Asset 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 165,256 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $9,834,353.

    13F-HR 0001597298-24-000004 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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