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Capital Market Strategies LLC: JEPI position timeline

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

Capital Market Strategies LLC held 5,027 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-02.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,027 shares
    Change vs previous 13F -326 shares

    0.2% of the 13F portfolio, value $285,785.

    13F-HR 0001810158-25-000004 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 5,353 shares
    Change vs previous 13F -10,977 shares

    0.2% of the 13F portfolio, value $305,870.

    13F-HR 0001810158-25-000002 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 16,330 shares
    Change vs previous 13F +496 shares

    0.54% of the 13F portfolio, value $939,438.

    13F-HR 0001810158-25-000001 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 15,834 shares
    Change vs previous 13F -37 shares

    0.57% of the 13F portfolio, value $942,288.

    13F-HR 0001810158-24-000004 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 15,871 shares
    Change vs previous 13F -13 shares

    0.57% of the 13F portfolio, value $899,581.

    13F-HR 0001810158-24-000003 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 15,884 shares
    Change vs previous 13F +1,542 shares

    0.7% of the 13F portfolio, value $919,067.

    13F-HR 0001810158-24-000002 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 14,342 shares
    Change vs previous 13F +161 shares

    0.69% of the 13F portfolio, value $788,568.

    13F-HR 0001810158-24-000001 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 14,181 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $743,111.

    13F-HR 0001810158-23-000004 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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