Skip to content
Disclosery

STIFEL FINANCIAL CORP: JEPI position timeline

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

STIFEL FINANCIAL CORP held 2,775,411 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,775,411 shares
    Change vs previous 13F -46,073 shares

    0.13% of the 13F portfolio, value $156,755,242.

    13F-HR 0000720672-26-000012 filed by STIFEL FINANCIAL CORP
    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 2,821,484 shares
    Change vs previous 13F -7,644 shares

    0.15% of the 13F portfolio, value $159,921,483.

    13F-HR 0000720672-26-000007 filed by STIFEL FINANCIAL CORP
    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 2,829,128 shares
    Change vs previous 13F -153,818 shares

    0.15% of the 13F portfolio, value $161,938,519.

    13F-HR 0000720672-26-000003 filed by STIFEL FINANCIAL CORP
    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 2,982,946 shares
    Change vs previous 13F +61,836 shares

    0.16% of the 13F portfolio, value $170,325,266.

    13F-HR 0000720672-25-000015 filed by STIFEL FINANCIAL CORP
    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 2,921,110 shares
    Change vs previous 13F +450,297 shares

    0.16% of the 13F portfolio, value $166,064,964.

    13F-HR 0000720672-25-000009 filed by STIFEL FINANCIAL CORP
    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 2,470,813 shares
    Change vs previous 13F +219,006 shares

    0.15% of the 13F portfolio, value $141,182,360.

    13F-HR 0000720672-25-000006 filed by STIFEL FINANCIAL CORP
    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 2,251,807 shares
    Change vs previous 13F +163,407 shares

    0.13% of the 13F portfolio, value $129,546,147.

    13F-HR 0000720672-25-000003 filed by STIFEL FINANCIAL CORP
    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 2,088,400 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $124,280,779.

    13F-HR 0000720672-24-000018 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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