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Disclosery

Franklin Resources: JEPI position timeline

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

Franklin Resources held 1,023,352 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,023,352 shares
    Change vs previous 13F +15,684 shares

    0.01% of the 13F portfolio, value $57,798,922.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES 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 1,007,668 shares
    Change vs previous 13F +10,021 shares

    0.01% of the 13F portfolio, value $57,114,622.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES 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 997,647 shares
    Change vs previous 13F -53,567 shares

    0.01% of the 13F portfolio, value $57,105,313.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES 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 1,051,214 shares
    Change vs previous 13F -435,065 shares

    0.01% of the 13F portfolio, value $60,024,320.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES 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 1,486,279 shares
    Change vs previous 13F +374,976 shares

    0.02% of the 13F portfolio, value $84,494,962.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES 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 1,111,303 shares
    Change vs previous 13F +21,126 shares

    0.02% of the 13F portfolio, value $63,499,854.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES 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 1,090,177 shares
    Change vs previous 13F +73,149 shares

    0.02% of the 13F portfolio, value $62,717,883.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES 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/A 1,017,028 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $60,726,742.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

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