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RED CRANE WEALTH MANAGEMENT, LLC: JEPI position timeline

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

RED CRANE WEALTH MANAGEMENT, LLC held 13,614 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,614 shares
    Change vs previous 13F -245 shares

    0.57% of the 13F portfolio, value $768,934.

    13F-HR 0001754960-26-000658 filed by RED CRANE WEALTH 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 13,859 shares
    Change vs previous 13F +279 shares

    0.65% of the 13F portfolio, value $785,551.

    13F-HR 0001754960-26-000343 filed by RED CRANE WEALTH 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 13,580 shares
    Change vs previous 13F +38 shares

    0.64% of the 13F portfolio, value $777,329.

    13F-HR 0001754960-26-000148 filed by RED CRANE WEALTH 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 13,542 shares
    Change vs previous 13F -2,397 shares

    0.65% of the 13F portfolio, value $773,270.

    13F-HR 0001754960-25-000718 filed by RED CRANE WEALTH 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 15,939 shares
    Change vs previous 13F -5,209 shares

    0.83% of the 13F portfolio, value $906,112.

    13F-HR 0001754960-25-000510 filed by RED CRANE WEALTH 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 21,148 shares
    Change vs previous 13F +404 shares

    1.16% of the 13F portfolio, value $1,208,380.

    13F-HR 0001754960-25-000289 filed by RED CRANE WEALTH 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 20,744 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,193,430.

    13F-HR 0001754960-25-000097 filed by RED CRANE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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