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Crewe Advisors LLC: JEPI position timeline

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

Crewe Advisors LLC held 44,499 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 44,499 shares
    Change vs previous 13F +1,874 shares

    0.18% of the 13F portfolio, value $2,513,306.

    13F-HR 0001730033-26-000003 filed by Crewe 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 42,625 shares
    Change vs previous 13F +4,219 shares

    0.21% of the 13F portfolio, value $2,415,981.

    13F-HR 0001730033-26-000002 filed by Crewe 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 38,406 shares
    Change vs previous 13F +9,514 shares

    0.19% of the 13F portfolio, value $2,198,354.

    13F-HR 0001730033-26-000001 filed by Crewe 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 28,892 shares
    Change vs previous 13F -6,897 shares

    0.16% of the 13F portfolio, value $1,649,706.

    13F-HR 0001730033-25-000006 filed by Crewe 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 35,789 shares
    Change vs previous 13F +2,052 shares

    0.29% of the 13F portfolio, value $2,034,585.

    13F-HR 0001730033-25-000004 filed by Crewe 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 33,737 shares
    Change vs previous 13F +2,172 shares

    0.27% of the 13F portfolio, value $1,927,758.

    13F-HR 0001730033-25-000002 filed by Crewe 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 31,565 shares
    Change vs previous 13F +2,347 shares

    0.25% of the 13F portfolio, value $1,815,925.

    13F-HR 0001730033-25-000001 filed by Crewe 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 29,218 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,738,764.

    13F-HR 0001730033-24-000005 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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