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Claro Advisors Inc.: JEPI position timeline

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

Claro Advisors Inc. held 93,290 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,290 shares
    Change vs previous 13F +7,829 shares

    0.55% of the 13F portfolio, value $5,269,004.

    13F-HR 0001951757-26-001082 filed by Claro Advisors 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 85,461 shares
    Change vs previous 13F +2,888 shares

    0.58% of the 13F portfolio, value $4,843,907.

    13F-HR 0001951757-26-000657 filed by Claro 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 ended2025-12-31
    13F 82,573 shares
    Change vs previous 13F -4,721 shares

    0.64% of the 13F portfolio, value $4,726,479.

    13F-HR 0001951757-26-000472 filed by Claro 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 ended2025-09-30
    13F 87,294 shares
    Change vs previous 13F +20,883 shares

    0.73% of the 13F portfolio, value $4,984,476.

    13F-HR 0001951757-25-001396 filed by Claro 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 ended2025-06-30
    13F 66,411 shares
    Change vs previous 13F +459 shares

    0.62% of the 13F portfolio, value $3,775,451.

    13F-HR 0001951757-25-001033 filed by Claro 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 ended2025-03-31
    13F 65,952 shares
    Change vs previous 13F +8,757 shares

    0.5% of the 13F portfolio, value $3,768,485.

    13F-HR 0001951757-25-000537 filed by Claro 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 ended2024-12-31
    13F 57,195 shares
    Change vs previous 13F +4,179 shares

    0.45% of the 13F portfolio, value $3,290,449.

    13F-HR 0001951757-25-000003 filed by Claro 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 ended2024-09-30
    13F/A 53,016 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,154,968.

    13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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