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Creekmur Asset Management LLC: JEPQ position timeline

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

Creekmur Asset Management LLC held 175 JEPQ shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 175 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $10,091.

    13F-HR 0002013091-25-000008 filed by Creekmur Asset 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 ended2025-06-30
    13F 171 shares
    Change vs previous 13F -554 shares

    <0.01% of the 13F portfolio, value $9,322.

    13F-HR 0002013091-25-000004 filed by Creekmur Asset 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 ended2025-03-31
    13F 725 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $37,530.

    13F-HR 0002013091-25-000002 filed by Creekmur Asset 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 ended2024-12-31
    13F 709 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $39,968.

    13F-HR 0002013091-25-000001 filed by Creekmur Asset 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 ended2024-09-30
    13F 693 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $38,068.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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