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Disclosery

Savant Capital, LLC: JEPI position timeline

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

Savant Capital, LLC held 114,777 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,777 shares
    Change vs previous 13F -40,989 shares

    0.02% of the 13F portfolio, value $6,483,202.

    13F-HR 0001482880-26-000014 filed by Savant Capital, LLC
    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 155,766 shares
    Change vs previous 13F -99,051 shares

    0.04% of the 13F portfolio, value $8,828,842.

    13F-HR 0001482880-26-000009 filed by Savant Capital, LLC
    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 254,817 shares
    Change vs previous 13F -385,989 shares

    0.08% of the 13F portfolio, value $14,585,752.

    13F-HR 0001482880-26-000005 filed by Savant Capital, LLC
    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/A 640,806 shares
    Change vs previous 13F -6,928 shares

    0.22% of the 13F portfolio, value $36,590,000.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, LLC
    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/A 647,734 shares
    Change vs previous 13F +628,572 shares

    0.26% of the 13F portfolio, value $36,823,662.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, LLC
    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/A 19,162 shares
    Change vs previous 13F -1,451 shares

    0.01% of the 13F portfolio, value $1,094,926.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, LLC
    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 20,613 shares
    Change vs previous 13F +16,989 shares

    0.01% of the 13F portfolio, value $1,185,900.

    13F-HR 0001085146-25-000573 filed by Savant Capital, LLC
    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 3,624 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,689.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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