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VERUS CAPITAL PARTNERS, LLC: JEPI position timeline

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

VERUS CAPITAL PARTNERS, LLC held 32,531 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,531 shares
    Change vs previous 13F -956 shares

    0.1% of the 13F portfolio, value $1,837,368.

    13F-HR 0001796874-26-000011 filed by VERUS CAPITAL PARTNERS, 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 33,487 shares
    Change vs previous 13F +1,446 shares

    0.13% of the 13F portfolio, value $1,898,024.

    13F-HR 0001796874-26-000002 filed by VERUS CAPITAL PARTNERS, 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/A 32,041 shares
    Change vs previous 13F -38,433 shares

    0.12% of the 13F portfolio, value $1,834,051.

    13F-HR/A 0001796874-26-000009 filed by VERUS CAPITAL PARTNERS, 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/A 70,474 shares
    Change vs previous 13F +19,503 shares

    0.31% of the 13F portfolio, value $4,024,042.

    13F-HR/A 0001796874-26-000008 filed by VERUS CAPITAL PARTNERS, 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/A 50,971 shares
    Change vs previous 13F +3,162 shares

    0.26% of the 13F portfolio, value $2,897,691.

    13F-HR/A 0001796874-26-000007 filed by VERUS CAPITAL PARTNERS, 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/A 47,809 shares
    Change vs previous 13F +1,086 shares

    0.27% of the 13F portfolio, value $2,731,819.

    13F-HR/A 0001796874-26-000006 filed by VERUS CAPITAL PARTNERS, 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/A 46,723 shares
    Change vs previous 13F -7,731 shares

    0.26% of the 13F portfolio, value $2,687,949.

    13F-HR/A 0001796874-26-000005 filed by VERUS CAPITAL PARTNERS, 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/A 54,454 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,267,550.

    13F-HR/A 0001796874-26-000004 filed by VERUS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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