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Disclosery

Essex Financial Services, Inc.: JEPI position timeline

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

Essex Financial Services, Inc. held 88,958 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,958 shares
    Change vs previous 13F +2,933 shares

    0.25% of the 13F portfolio, value $5,024,351.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, 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 86,025 shares
    Change vs previous 13F +9,718 shares

    0.27% of the 13F portfolio, value $4,875,886.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, 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 76,307 shares
    Change vs previous 13F -24,798 shares

    0.25% of the 13F portfolio, value $4,367,802.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, 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 101,105 shares
    Change vs previous 13F -5,379 shares

    0.35% of the 13F portfolio, value $5,773,092.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 101,105 shares
    • Essex Bank: 0 shares

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

  5. period ended2025-06-30
    13F 106,484 shares
    Change vs previous 13F +3,508 shares

    0.31% of the 13F portfolio, value $6,053,581.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 102,675 shares
    • Essex Bank: 3,809 shares

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

  6. period ended2025-03-31
    13F 102,976 shares
    Change vs previous 13F -2,670 shares

    0.33% of the 13F portfolio, value $5,884,029.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 99,167 shares
    • Essex Bank: 3,809 shares

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

  7. period ended2024-12-31
    13F 105,646 shares
    Change vs previous 13F +9,872 shares

    0.33% of the 13F portfolio, value $6,077,759.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 101,837 shares
    • Essex Bank: 3,809 shares

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

  8. period ended2024-09-30
    13F 95,774 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,708,169.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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