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Disclosery

Brookstone Capital Management: JEPI position timeline

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

Brookstone Capital Management held 840,573 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 840,573 shares
    Change vs previous 13F -61,861 shares

    0.48% of the 13F portfolio, value $47,475,548.

    13F-HR 0001062993-26-003671 filed by Brookstone Capital Management
    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 902,434 shares
    Change vs previous 13F +42,508 shares

    0.58% of the 13F portfolio, value $51,149,942.

    13F-HR 0001062993-26-002020 filed by Brookstone Capital Management
    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 859,926 shares
    Change vs previous 13F +36,320 shares

    0.56% of the 13F portfolio, value $49,222,157.

    13F-HR 0001062993-26-000271 filed by Brookstone Capital Management
    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 823,606 shares
    Change vs previous 13F -4,908 shares

    0.56% of the 13F portfolio, value $47,027,893.

    13F-HR 0001062993-25-016087 filed by Brookstone Capital Management
    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 828,514 shares
    Change vs previous 13F +34,336 shares

    0.62% of the 13F portfolio, value $47,101,040.

    13F-HR 0001062993-25-013278 filed by Brookstone Capital Management
    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 794,178 shares
    Change vs previous 13F +35,265 shares

    0.65% of the 13F portfolio, value $45,379,335.

    13F-HR 0001062993-25-008149 filed by Brookstone Capital Management
    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 758,913 shares
    Change vs previous 13F +4,148 shares

    0.64% of the 13F portfolio, value $43,660,276.

    13F-HR 0001062993-25-000693 filed by Brookstone Capital Management
    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 754,765 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $44,916,071.

    13F-HR 0001062993-24-017468 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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