Skip to content
Disclosery

Ameritas Investment Partners, Inc.: JEPI position timeline

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

Ameritas Investment Partners, Inc. held 84,240 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 84,240 shares
    Change vs previous 13F +61,892 shares

    0.1% of the 13F portfolio, value $4,757,864.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 0 shares
    • Ameritas Advisory Services, LLC: 84,240 shares

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

  2. period ended2026-03-31
    13F 22,348 shares
    Change vs previous 13F -3,629 shares

    0.02% of the 13F portfolio, value $1,266,675.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 212 shares
    • Ameritas Advisory Services, LLC: 22,136 shares

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

  3. period ended2025-12-31
    13F 25,977 shares
    Change vs previous 13F +4,027 shares

    0.06% of the 13F portfolio, value $1,486,946.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, 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 21,950 shares
    Change vs previous 13F -62,912 shares

    0.08% of the 13F portfolio, value $1,253,322.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, 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 84,862 shares
    Change vs previous 13F -60,202 shares

    0.25% of the 13F portfolio, value $4,824,384.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, 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 145,064 shares
    Change vs previous 13F -657 shares

    0.34% of the 13F portfolio, value $8,297,823.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 0 shares
    • Ameritas Advisory Services, LLC: 145,064 shares

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

  7. period ended2024-12-31
    13F 145,721 shares
    Change vs previous 13F +23,237 shares

    0.14% of the 13F portfolio, value $8,383,333.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 55 shares
    • Ameritas Advisory Services, LLC: 145,666 shares

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

  8. period ended2024-09-30
    13F 122,484 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $7,289,028.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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