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Disclosery

Anfield Capital Management, LLC: JEPI position timeline

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

Anfield Capital Management, LLC held 3,329 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,329 shares
    Change vs previous 13F +922 shares

    0.05% of the 13F portfolio, value $188,688.

    13F-HR 0001602020-26-000002 filed by Anfield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,407 shares
    Change vs previous 13F +78 shares

    0.04% of the 13F portfolio, value $137,777.

    13F-HR 0001602020-26-000001 filed by Anfield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,329 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $132,986.

    13F-HR 0001602020-25-000008 filed by Anfield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,329 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $132,404.

    13F-HR 0001602020-25-000007 filed by Anfield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,329 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $133,079.

    13F-HR 0001602020-25-000002 filed by Anfield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,329 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $133,987.

    13F-HR 0001602020-25-000001 filed by Anfield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,329 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $138,599.

    13F-HR 0001602020-24-000006 filed by Anfield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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