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Disclosery

BROWN ADVISORY INC: JEPI position timeline

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

BROWN ADVISORY INC held 27,788 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 27,788 shares
    Change vs previous 13F +2,791 shares

    <0.01% of the 13F portfolio, value $1,569,466.

    13F-HR 0001345929-26-000038 filed by BROWN ADVISORY 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 24,997 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $1,416,832.

    13F-HR 0001345929-26-000028 filed by BROWN ADVISORY 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 24,867 shares
    Change vs previous 13F -7,965 shares

    <0.01% of the 13F portfolio, value $1,423,370.

    13F-HR 0001345929-26-000018 filed by BROWN ADVISORY 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 32,832 shares
    Change vs previous 13F +11,314 shares

    <0.01% of the 13F portfolio, value $1,874,688.

    13F-HR 0001345929-25-000002 filed by BROWN ADVISORY 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 21,518 shares
    Change vs previous 13F -8,827 shares

    <0.01% of the 13F portfolio, value $1,223,320.

    13F-HR 0001085146-25-005034 filed by BROWN ADVISORY 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 30,345 shares
    Change vs previous 13F +656 shares

    <0.01% of the 13F portfolio, value $1,733,940.

    13F-HR 0001085146-25-002448 filed by BROWN ADVISORY 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 29,689 shares
    Change vs previous 13F +6,922 shares

    <0.01% of the 13F portfolio, value $1,708,025.

    13F-HR 0001085146-25-001491 filed by BROWN ADVISORY 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 22,767 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,354,841.

    13F-HR 0001085146-24-005669 filed by BROWN ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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