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Clear Creek Financial Management, LLC: JEPI position timeline

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

Clear Creek Financial Management, LLC held 23,064 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,064 shares
    Change vs previous 13F +2,986 shares

    0.08% of the 13F portfolio, value $1,302,681.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial Management, 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 20,078 shares
    Change vs previous 13F -14,272 shares

    0.09% of the 13F portfolio, value $1,138,030.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial Management, 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 34,350 shares
    Change vs previous 13F -5,527 shares

    0.16% of the 13F portfolio, value $1,966,201.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial Management, 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 39,877 shares
    Change vs previous 13F +4,544 shares

    0.2% of the 13F portfolio, value $2,276,983.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial Management, 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 35,333 shares
    Change vs previous 13F -1,943 shares

    0.19% of the 13F portfolio, value $2,008,700.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, 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 37,276 shares
    Change vs previous 13F -276 shares

    0.22% of the 13F portfolio, value $2,129,975.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial Management, 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 37,552 shares
    Change vs previous 13F -8,175 shares

    0.23% of the 13F portfolio, value $2,160,373.

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial Management, 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 45,727 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,721,199.

    13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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