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CPC Advisors, LLC: JEPI position timeline

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

CPC Advisors, LLC held 22,261 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 22,261 shares
    Change vs previous 13F -5,521 shares

    0.17% of the 13F portfolio, value $1,257,319.

    13F-HR 0002085853-26-000852 filed by CPC 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 27,782 shares
    Change vs previous 13F -4,353 shares

    0.26% of the 13F portfolio, value $1,574,696.

    13F-HR 0002085853-26-000393 filed by CPC 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 32,135 shares
    Change vs previous 13F -383 shares

    0.19% of the 13F portfolio, value $1,839,407.

    13F-HR 0002085853-26-000117 filed by CPC 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 32,518 shares
    Change vs previous 13F -446 shares

    0.2% of the 13F portfolio, value $1,856,772.

    13F-HR 0002085853-25-000170 filed by CPC 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 32,964 shares
    Change vs previous 13F -305 shares

    0.24% of the 13F portfolio, value $1,874,028.

    13F-HR 0001667731-25-000878 filed by CPC 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 33,269 shares
    Change vs previous 13F -298 shares

    0.26% of the 13F portfolio, value $1,900,991.

    13F-HR 0001667731-25-000476 filed by CPC 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 33,567 shares
    Change vs previous 13F +179 shares

    0.26% of the 13F portfolio, value $1,931,085.

    13F-HR 0001667731-25-000166 filed by CPC 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 33,388 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,986,933.

    13F-HR 0001805250-24-000007 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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