Skip to content
Disclosery

Cherry Creek Investment Advisors, Inc.: JEPI position timeline

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

Cherry Creek Investment Advisors, Inc. held 0 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -8,310 shares

    13F-HR 0001877829-26-000005 filed by Cherry Creek Investment Advisors, Inc.
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 8,310 shares
    Change vs previous 13F +182 shares

    0.18% of the 13F portfolio, value $469,358.

    13F-HR 0001877829-26-000004 filed by Cherry Creek Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,128 shares
    Change vs previous 13F -1,813 shares

    0.2% of the 13F portfolio, value $460,698.

    13F-HR 0001877829-26-000002 filed by Cherry Creek Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,941 shares
    Change vs previous 13F -3,122 shares

    0.24% of the 13F portfolio, value $569,033.

    13F-HR 0001877829-26-000001 filed by Cherry Creek Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,063 shares
    Change vs previous 13F -280 shares

    0.32% of the 13F portfolio, value $745,870.

    13F-HR 0001877829-25-000006 filed by Cherry Creek Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,343 shares
    Change vs previous 13F -1,453 shares

    0.36% of the 13F portfolio, value $758,524.

    13F-HR 0001877829-25-000003 filed by Cherry Creek Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,796 shares
    Change vs previous 13F +12 shares

    0.44% of the 13F portfolio, value $845,443.

    13F-HR 0001877829-25-000002 filed by Cherry Creek Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,784 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $850,512.

    13F-HR 0001877829-25-000001 filed by Cherry Creek Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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