Skip to content
Disclosery

Cresset Asset Management, LLC: JEPQ position timeline

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

Cresset Asset Management, LLC held 35,493 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,493 shares
    Change vs previous 13F +12,456 shares

    0.01% of the 13F portfolio, value $2,181,404.

    13F-HR 0001172661-26-003461 filed by Cresset 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 ended2026-03-31
    13F 23,037 shares
    Change vs previous 13F +1,915 shares

    0.01% of the 13F portfolio, value $1,279,012.

    13F-HR 0001172661-26-002185 filed by Cresset 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 ended2025-12-31
    13F 21,122 shares
    Change vs previous 13F +1,276 shares

    0.01% of the 13F portfolio, value $1,239,780.

    13F-HR 0001172661-26-001073 filed by Cresset 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 ended2025-09-30
    13F/A 19,846 shares
    Change vs previous 13F -10,593 shares

    0.01% of the 13F portfolio, value $1,141,563.

    13F-HR/A 0001172661-26-000269 filed by Cresset 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 ended2025-06-30
    13F/A 30,439 shares
    Change vs previous 13F -17,811 shares

    0.01% of the 13F portfolio, value $1,655,900.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset 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 48,250 shares
    Change vs previous 13F +20,518 shares

    0.01% of the 13F portfolio, value $2,498,390.

    13F-HR 0001172661-25-001764 filed by Cresset Asset 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 27,732 shares
    Change vs previous 13F +12,238 shares

    0.01% of the 13F portfolio, value $1,576,179.

    13F-HR 0001172661-25-000925 filed by Cresset Asset 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 15,494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $851,090.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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