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Disclosery

FIRST FOUNDATION ADVISORS: JEPI position timeline

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

FIRST FOUNDATION ADVISORS held 1,568,542 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 1,568,542 shares
    Change vs previous 13F -7,512 shares

    3.18% of the 13F portfolio, value $88,591,251.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 1,576,054 shares
    Change vs previous 13F +64,995 shares

    3.6% of the 13F portfolio, value $89,330,745.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 1,511,059 shares
    Change vs previous 13F +17,778 shares

    3.26% of the 13F portfolio, value $86,493,007.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 1,493,281 shares
    Change vs previous 13F +62,517 shares

    3.15% of the 13F portfolio, value $85,266,339.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 1,430,764 shares
    Change vs previous 13F -72,105 shares

    3.01% of the 13F portfolio, value $81,338,950.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 1,502,869 shares
    Change vs previous 13F -93,533 shares

    3.5% of the 13F portfolio, value $85,873,921.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 1,596,402 shares
    Change vs previous 13F +151,673 shares

    3.46% of the 13F portfolio, value $91,841,027.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 1,444,729 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $85,975,804.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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