Skip to content
Disclosery

Clear Point Advisors Inc.: JEPI position timeline

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

Clear Point Advisors Inc. held 5,579 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,579 shares
    Change vs previous 13F +5,579 shares

    0.28% of the 13F portfolio, value $315,092.

    13F-HR 0001754960-26-000665 filed by Clear Point 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 0 shares
    Change vs previous 13F -5,488 shares

    13F-HR 0001754960-26-000345 filed by Clear Point Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

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

  3. period ended2025-12-31
    13F 5,488 shares
    Change vs previous 13F +84 shares

    0.24% of the 13F portfolio, value $314,109.

    13F-HR 0001754960-26-000165 filed by Clear Point 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 5,404 shares
    Change vs previous 13F +392 shares

    0.24% of the 13F portfolio, value $308,579.

    13F-HR 0001754960-25-000714 filed by Clear Point 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 5,012 shares
    Change vs previous 13F +110 shares

    0.24% of the 13F portfolio, value $284,939.

    13F-HR 0001754960-25-000415 filed by Clear Point 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 4,902 shares
    Change vs previous 13F -351 shares

    0.25% of the 13F portfolio, value $280,111.

    13F-HR 0001754960-25-000225 filed by Clear Point 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 5,253 shares
    Change vs previous 13F +697 shares

    0.26% of the 13F portfolio, value $302,199.

    13F-HR 0001754960-25-000091 filed by Clear Point 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 4,556 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $271,112.

    13F-HR 0002010474-24-000005 filed by Clear Point Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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