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RAYMOND JAMES FINANCIAL INC: JEPI position timeline

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

RAYMOND JAMES FINANCIAL INC held 8,775,532 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 8,775,532 shares
    Change vs previous 13F +221,091 shares

    0.13% of the 13F portfolio, value $495,642,011.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL 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 8,554,441 shares
    Change vs previous 13F +455,171 shares

    0.15% of the 13F portfolio, value $484,865,725.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL 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 8,099,270 shares
    Change vs previous 13F +825,889 shares

    0.14% of the 13F portfolio, value $463,602,174.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL 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 7,273,381 shares
    Change vs previous 13F +201,202 shares

    0.13% of the 13F portfolio, value $415,310,014.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL 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 7,072,179 shares
    Change vs previous 13F +636,586 shares

    0.14% of the 13F portfolio, value $402,053,388.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL 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 6,435,593 shares
    Change vs previous 13F +833,285 shares

    0.14% of the 13F portfolio, value $367,729,778.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL 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/A 5,602,308 shares
    Change vs previous 13F +2,522,095 shares

    0.12% of the 13F portfolio, value $322,300,808.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL 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 3,080,213 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $183,303,503.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 68,744 shares
    • Raymond James Financial Services Advisors, Inc.: 3,011,469 shares

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