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BROWN BROTHERS HARRIMAN & CO: JEPI position timeline

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

BROWN BROTHERS HARRIMAN & CO held 12,297 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,297 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $694,535.

    13F-HR 0001104659-26-094581 filed by BROWN BROTHERS HARRIMAN & CO
    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 12,297 shares
    Change vs previous 13F +10,924 shares

    <0.01% of the 13F portfolio, value $696,994.

    13F-HR 0001104659-26-060871 filed by BROWN BROTHERS HARRIMAN & CO
    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 1,373 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $78,591.

    13F-HR 0001104659-26-014005 filed by BROWN BROTHERS HARRIMAN & CO
    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 1,373 shares
    Change vs previous 13F -1,143 shares

    <0.01% of the 13F portfolio, value $78,398.

    13F-HR 0001104659-25-111114 filed by BROWN BROTHERS HARRIMAN & CO
    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 2,516 shares
    Change vs previous 13F +2,369 shares

    <0.01% of the 13F portfolio, value $143,035.

    13F-HR 0001104659-25-076057 filed by BROWN BROTHERS HARRIMAN & CO
    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 147 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $8,400.

    13F-HR 0001104659-25-048255 filed by BROWN BROTHERS HARRIMAN & CO
    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 147 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $8,457.

    13F-HR 0001104659-25-011961 filed by BROWN BROTHERS HARRIMAN & CO
    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 157 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,343.

    13F-HR 0001104659-24-117355 filed by BROWN BROTHERS HARRIMAN & CO
    Filed (acceptance time not in the bulk data set), ingested

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