TOBIAS FINANCIAL ADVISORS, INC.
Position in JEPI — JPMorgan Equity Premium Income ETF
CIK 1802080
Plantation, FL
All Filings in JEPI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 JEPI | $17,518,966 | 310,180 | Shares | Sole | 2026-08-25 | |
| 2025-12-31 JEPI | $16,557,070 | 289,257 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 JEPI | $15,172,840 | 265,724 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 JEPI | $14,836,144 | 260,970 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||