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FLAGSTAR SECURITIES, INC: JEPI position timeline

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

FLAGSTAR SECURITIES, INC held 86,517 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,517 shares
    Change vs previous 13F -732 shares

    1.48% of the 13F portfolio, value $4,886,528.

    13F-HR 0001172661-26-002633 filed by FLAGSTAR SECURITIES, 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/A 87,249 shares
    Change vs previous 13F -350 shares

    1.79% of the 13F portfolio, value $4,945,300.

    13F-HR/A 0001172661-26-001727 filed by FLAGSTAR SECURITIES, 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 87,599 shares
    Change vs previous 13F +2,370 shares

    1.69% of the 13F portfolio, value $5,051,571.

    13F-HR 0001172661-26-000175 filed by FLAGSTAR SECURITIES, 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 85,229 shares
    Change vs previous 13F -8,922 shares

    1.49% of the 13F portfolio, value $4,866,555.

    13F-HR 0001172661-25-004657 filed by FLAGSTAR SECURITIES, 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 94,151 shares
    Change vs previous 13F +676 shares

    1.48% of the 13F portfolio, value $5,352,501.

    13F-HR 0001172661-25-002571 filed by FLAGSTAR SECURITIES, 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 93,475 shares
    Change vs previous 13F +23,440 shares

    1.37% of the 13F portfolio, value $5,341,149.

    13F-HR 0001172661-25-001442 filed by FLAGSTAR SECURITIES, 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 70,035 shares
    Change vs previous 13F +20,746 shares

    1.01% of the 13F portfolio, value $4,056,756.

    13F-HR 0001172661-25-000462 filed by FLAGSTAR SECURITIES, 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 49,289 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,933,170.

    13F-HR 0001172661-24-004548 filed by FLAGSTAR SECURITIES, INC
    Filed (acceptance time not in the bulk data set), ingested

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