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Cypress Capital Management LLC (WY): JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cypress Capital Management LLC (WY) on JEPI, newest first. How the timeline and the estimate are built.

Cypress Capital Management LLC (WY) held 25 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25 shares
    Change vs previous 13F -15,189 shares

    <0.01% of the 13F portfolio, value $1,412.

    13F-HR 0001633896-26-000003 filed by Cypress Capital Management LLC (WY)
    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 15,214 shares
    Change vs previous 13F -1,046 shares

    0.8% of the 13F portfolio, value $862,330.

    13F-HR 0001633896-26-000002 filed by Cypress Capital Management LLC (WY)
    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 16,260 shares
    Change vs previous 13F -7,803 shares

    0.87% of the 13F portfolio, value $937,680.

    13F-HR 0001633896-26-000001 filed by Cypress Capital Management LLC (WY)
    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 24,063 shares
    Change vs previous 13F -1,230 shares

    1.27% of the 13F portfolio, value $1,373,997.

    13F-HR 0001633896-25-000006 filed by Cypress Capital Management LLC (WY)
    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 25,293 shares
    Change vs previous 13F -993 shares

    1.56% of the 13F portfolio, value $1,437,907.

    13F-HR 0001633896-25-000003 filed by Cypress Capital Management LLC (WY)
    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 26,286 shares
    Change vs previous 13F -523 shares

    1.79% of the 13F portfolio, value $1,501,982.

    13F-HR 0001633896-25-000002 filed by Cypress Capital Management LLC (WY)
    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 26,809 shares
    Change vs previous 13F -2,477 shares

    1.78% of the 13F portfolio, value $1,552,917.

    13F-HR 0001633896-25-000001 filed by Cypress Capital Management LLC (WY)
    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 29,286 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $1,742,810.

    13F-HR 0001398344-24-019972 filed by Cypress Capital Management LLC (WY)
    Filed (acceptance time not in the bulk data set), ingested

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