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CORA CAPITAL ADVISORS LLC: JEPI position timeline

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

CORA CAPITAL ADVISORS LLC held 14,849 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,849 shares
    Change vs previous 13F +4,151 shares

    0.24% of the 13F portfolio, value $838,693.

    13F-HR 0001951757-26-001027 filed by CORA 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 10,698 shares
    Change vs previous 13F -31,765 shares

    0.2% of the 13F portfolio, value $606,382.

    13F-HR 0001951757-26-000633 filed by CORA 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 42,463 shares
    Change vs previous 13F -2,182 shares

    0.95% of the 13F portfolio, value $2,430,601.

    13F-HR 0001951757-26-000323 filed by CORA 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 44,645 shares
    Change vs previous 13F -1,577 shares

    1.08% of the 13F portfolio, value $2,549,249.

    13F-HR 0001951757-25-001343 filed by CORA 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 46,222 shares
    Change vs previous 13F +2,319 shares

    1.17% of the 13F portfolio, value $2,627,740.

    13F-HR 0001951757-25-000840 filed by CORA 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 43,903 shares
    Change vs previous 13F +34,788 shares

    1.2% of the 13F portfolio, value $2,508,637.

    13F-HR 0001951757-25-000294 filed by CORA 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 9,115 shares
    Change vs previous 13F +2,150 shares

    0.25% of the 13F portfolio, value $524,386.

    13F-HR 0001951757-25-000079 filed by CORA 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 6,965 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $414,487.

    13F-HR 0001951757-24-000977 filed by CORA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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