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BlackRock, Inc.: JEPI position timeline

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

BlackRock, Inc. held 16,459 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,459 shares
    Change vs previous 13F -10,928 shares

    <0.01% of the 13F portfolio, value $929,596.

    13F-HR 0002012383-26-003238 filed by BlackRock, Inc.
    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 27,387 shares
    Change vs previous 13F -324 shares

    <0.01% of the 13F portfolio, value $1,552,323.

    13F-HR 0002012383-26-001841 filed by BlackRock, Inc.
    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 27,711 shares
    Change vs previous 13F -3,256 shares

    <0.01% of the 13F portfolio, value $1,586,131.

    13F-HR 0002012383-26-000920 filed by BlackRock, Inc.
    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 30,967 shares
    Change vs previous 13F -14,155 shares

    <0.01% of the 13F portfolio, value $1,768,216.

    13F-HR 0002012383-25-002949 filed by BlackRock, Inc.
    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 45,122 shares
    Change vs previous 13F +12,315 shares

    <0.01% of the 13F portfolio, value $2,565,185.

    13F-HR 0001060021-25-000120 filed by BlackRock, Inc.
    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 32,807 shares
    Change vs previous 13F +1,590 shares

    <0.01% of the 13F portfolio, value $1,874,592.

    13F-HR 0001576419-25-000869 filed by BlackRock, Inc.
    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 31,217 shares
    Change vs previous 13F +31,216 shares

    <0.01% of the 13F portfolio, value $1,795,914.

    13F-HR 0001060021-25-000002 filed by BlackRock, Inc.
    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 1 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35.

    13F-HR 0001426459-24-000006 filed by BlackRock, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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