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PRINCIPAL FINANCIAL GROUP INC: JEPI position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 370,279 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 370,279 shares
    Change vs previous 13F -41,092 shares

    0.25% of the 13F portfolio, value $20,913,345.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL 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 411,371 shares
    Change vs previous 13F -115,463 shares

    0.34% of the 13F portfolio, value $23,316,516.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL 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 526,834 shares
    Change vs previous 13F -93,753 shares

    0.47% of the 13F portfolio, value $30,155,990.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL 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 620,587 shares
    Change vs previous 13F +60,303 shares

    0.58% of the 13F portfolio, value $35,435,514.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL 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 560,284 shares
    Change vs previous 13F +161,516 shares

    0.6% of the 13F portfolio, value $31,852,125.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL 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 398,768 shares
    Change vs previous 13F +1,432 shares

    0.51% of the 13F portfolio, value $22,941,115.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL 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 397,336 shares
    Change vs previous 13F +62,223 shares

    0.51% of the 13F portfolio, value $22,858,732.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL 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 335,113 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $19,942,573.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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