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World Investment Advisors: JEPI position timeline

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

World Investment Advisors held 250,363 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,363 shares
    Change vs previous 13F +1,488 shares

    0.23% of the 13F portfolio, value $14,184,748.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 248,875 shares
    Change vs previous 13F +12,278 shares

    0.23% of the 13F portfolio, value $14,106,233.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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 236,597 shares
    Change vs previous 13F +26,359 shares

    0.22% of the 13F portfolio, value $13,542,843.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 210,238 shares
    Change vs previous 13F +9,976 shares

    0.25% of the 13F portfolio, value $12,004,592.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 200,262 shares
    Change vs previous 13F +3,563 shares

    0.26% of the 13F portfolio, value $11,384,862.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 196,699 shares
    Change vs previous 13F +19,726 shares

    0.29% of the 13F portfolio, value $11,239,409.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 176,973 shares
    Change vs previous 13F +36,308 shares

    0.28% of the 13F portfolio, value $10,191,016.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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 140,665 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,370,949.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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