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Disclosery

StoneX Group Inc.: JEPI position timeline

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

StoneX Group Inc. held 24,745 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 24,745 shares
    Change vs previous 13F -5,780 shares

    0.06% of the 13F portfolio, value $1,397,602.

    13F-HR 0000913760-26-000039 filed by StoneX Group 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 30,525 shares
    Change vs previous 13F -31,037 shares

    0.09% of the 13F portfolio, value $1,729,807.

    13F-HR 0000913760-26-000032 filed by StoneX Group 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 61,562 shares
    Change vs previous 13F -87,192 shares

    0.15% of the 13F portfolio, value $3,558,416.

    13F-HR 0000913760-26-000018 filed by StoneX Group 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 148,754 shares
    Change vs previous 13F +6,694 shares

    0.37% of the 13F portfolio, value $8,493,853.

    13F-HR 0000913760-25-000188 filed by StoneX Group 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 142,060 shares
    Change vs previous 13F -1,035 shares

    0.39% of the 13F portfolio, value $8,076,119.

    13F-HR 0000913760-25-000177 filed by StoneX Group 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/A 143,095 shares
    Change vs previous 13F -16 shares

    0.45% of the 13F portfolio, value $8,176,421.

    13F-HR/A 0000913760-25-000175 filed by StoneX Group 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 143,111 shares
    Change vs previous 13F +130,513 shares

    0.45% of the 13F portfolio, value $8,248,876.

    13F-HR/A 0000913760-25-000173 filed by StoneX Group 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 12,598 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $749,709.

    13F-HR/A 0000913760-25-000171 filed by StoneX Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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