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CHILDRESS CAPITAL ADVISORS, LLC: JEPI position timeline

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

CHILDRESS CAPITAL ADVISORS, LLC held 117,031 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,031 shares
    Change vs previous 13F -10,066 shares

    1.08% of the 13F portfolio, value $6,609,918.

    13F-HR 0001849561-26-000004 filed by CHILDRESS CAPITAL ADVISORS, LLC
    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 127,097 shares
    Change vs previous 13F -2,181 shares

    1.3% of the 13F portfolio, value $7,203,896.

    13F-HR 0001849561-26-000003 filed by CHILDRESS CAPITAL ADVISORS, LLC
    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 129,278 shares
    Change vs previous 13F -40,792 shares

    1.19% of the 13F portfolio, value $7,399,895.

    13F-HR 0001849561-26-000001 filed by CHILDRESS CAPITAL ADVISORS, LLC
    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 170,070 shares
    Change vs previous 13F -99,013 shares

    1.77% of the 13F portfolio, value $9,710,995.

    13F-HR 0001849561-25-000005 filed by CHILDRESS CAPITAL ADVISORS, LLC
    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 269,083 shares
    Change vs previous 13F -41,373 shares

    3.85% of the 13F portfolio, value $15,297,359.

    13F-HR 0001849561-25-000003 filed by CHILDRESS CAPITAL ADVISORS, LLC
    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 310,456 shares
    Change vs previous 13F -45,530 shares

    5.14% of the 13F portfolio, value $17,739,428.

    13F-HR 0001849561-25-000002 filed by CHILDRESS CAPITAL ADVISORS, LLC
    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 355,986 shares
    Change vs previous 13F +12,037 shares

    5.71% of the 13F portfolio, value $20,479,847.

    13F-HR 0001849561-25-000001 filed by CHILDRESS CAPITAL ADVISORS, LLC
    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 343,949 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $20,468,436.

    13F-HR 0001849561-24-000006 filed by CHILDRESS CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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