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Hutchens & Kramer Investment Management Group, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hutchens & Kramer Investment Management Group, LLC on JEPI, newest first. How the timeline and the estimate are built.

Hutchens & Kramer Investment Management Group, LLC held 5,354 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,354 shares
    Change vs previous 13F +27 shares

    0.08% of the 13F portfolio, value $302,391.

    13F-HR 0001951757-26-000937 filed by Hutchens & Kramer Investment Management Group, 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 5,327 shares
    Change vs previous 13F +435 shares

    0.1% of the 13F portfolio, value $301,956.

    13F-HR 0001951757-26-000615 filed by Hutchens & Kramer Investment Management Group, 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 4,892 shares
    Change vs previous 13F +749 shares

    0.1% of the 13F portfolio, value $280,004.

    13F-HR 0001951757-26-000038 filed by Hutchens & Kramer Investment Management Group, 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 4,143 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $236,565.

    13F-HR 0001951757-25-001251 filed by Hutchens & Kramer Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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