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KRAEMATON INVESTMENT ADVISORS, INC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KRAEMATON INVESTMENT ADVISORS, INC on JEPI, newest first. How the timeline and the estimate are built.

KRAEMATON INVESTMENT ADVISORS, INC held 14,417 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 14,417 shares
    Change vs previous 13F -428 shares

    0.61% of the 13F portfolio, value $814,295.

    13F-HR 0001951757-26-001042 filed by KRAEMATON INVESTMENT ADVISORS, INC
    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 14,845 shares
    Change vs previous 13F -1,395 shares

    0.68% of the 13F portfolio, value $841,441.

    13F-HR 0001951757-26-000846 filed by KRAEMATON INVESTMENT ADVISORS, INC
    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 16,240 shares
    Change vs previous 13F -16,145 shares

    0.74% of the 13F portfolio, value $929,600.

    13F-HR 0001951757-26-000246 filed by KRAEMATON INVESTMENT ADVISORS, INC
    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 32,385 shares
    Change vs previous 13F +133 shares

    1.58% of the 13F portfolio, value $1,849,183.

    13F-HR 0001951757-25-001351 filed by KRAEMATON INVESTMENT ADVISORS, INC
    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 32,252 shares
    Change vs previous 13F -659 shares

    1.73% of the 13F portfolio, value $1,833,519.

    13F-HR 0001951757-25-000903 filed by KRAEMATON INVESTMENT ADVISORS, INC
    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 32,911 shares
    Change vs previous 13F -1,965 shares

    1.91% of the 13F portfolio, value $1,880,543.

    13F-HR 0001951757-25-000344 filed by KRAEMATON INVESTMENT ADVISORS, INC
    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 34,876 shares
    Change vs previous 13F -614 shares

    1.98% of the 13F portfolio, value $2,006,443.

    13F-HR 0001951757-25-000028 filed by KRAEMATON INVESTMENT ADVISORS, INC
    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 35,490 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,112,003.

    13F-HR 0001951757-24-001189 filed by KRAEMATON INVESTMENT ADVISORS, INC
    Filed (acceptance time not in the bulk data set), ingested

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