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Ancora Advisors LLC: JEPI position timeline

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

Ancora Advisors LLC held 33,326 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 33,326 shares
    Change vs previous 13F -4,598 shares

    0.04% of the 13F portfolio, value $1,882,250.

    13F-HR 0001446114-26-000012 filed by Ancora Advisors 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 37,924 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $2,149,519.

    13F-HR 0001446114-26-000009 filed by Ancora Advisors 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 37,930 shares
    Change vs previous 13F +1,545 shares

    0.04% of the 13F portfolio, value $2,171,128.

    13F-HR 0001446114-26-000006 filed by Ancora Advisors 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 36,385 shares
    Change vs previous 13F -1,330 shares

    0.04% of the 13F portfolio, value $2,077,583.

    13F-HR 0001446114-25-000048 filed by Ancora Advisors 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 37,715 shares
    Change vs previous 13F -1,934 shares

    0.04% of the 13F portfolio, value $2,144,120.

    13F-HR 0001446114-25-000037 filed by Ancora Advisors 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 39,649 shares
    Change vs previous 13F -432 shares

    0.05% of the 13F portfolio, value $2,265,538.

    13F-HR 0001446114-25-000023 filed by Ancora Advisors 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 40,081 shares
    Change vs previous 13F -1,252 shares

    0.05% of the 13F portfolio, value $2,305,846.

    13F-HR 0001446114-25-000009 filed by Ancora Advisors 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 41,333 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,459,702.

    13F-HR 0001446114-24-000029 filed by Ancora Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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