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CITIGROUP INC: JEPI position timeline

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

CITIGROUP INC held 542,338 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 542,338 shares
    Change vs previous 13F +67,014 shares

    0.01% of the 13F portfolio, value $30,631,224.

    13F-HR 0000831001-26-000040 filed by CITIGROUP 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 475,324 shares
    Change vs previous 13F +55,924 shares

    0.02% of the 13F portfolio, value $26,941,346.

    13F-HR 0000831001-26-000022 filed by CITIGROUP 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 419,400 shares
    Change vs previous 13F +44,099 shares

    0.02% of the 13F portfolio, value $24,006,467.

    13F-HR 0000831001-26-000006 filed by CITIGROUP 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 375,301 shares
    Change vs previous 13F +55,789 shares

    0.01% of the 13F portfolio, value $21,429,713.

    13F-HR 0000831001-25-000158 filed by CITIGROUP 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 319,512 shares
    Change vs previous 13F -20,582 shares

    0.01% of the 13F portfolio, value $18,164,229.

    13F-HR 0000831001-25-000145 filed by CITIGROUP 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 340,094 shares
    Change vs previous 13F +139,986 shares

    0.01% of the 13F portfolio, value $19,432,945.

    13F-HR 0000831001-25-000103 filed by CITIGROUP 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 200,108 shares
    Change vs previous 13F +52,281 shares

    0.01% of the 13F portfolio, value $11,512,240.

    13F-HR 0000831001-25-000062 filed by CITIGROUP 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 147,827 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,797,211.

    13F-HR 0000831001-24-000148 filed by CITIGROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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