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Disclosery

CWM, LLC: JEPI position timeline

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

CWM, LLC held 1,369,852 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,369,852 shares
    Change vs previous 13F -283,229 shares

    0.2% of the 13F portfolio, value $77,643,221.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,653,081 shares
    Change vs previous 13F -294,005 shares

    0.26% of the 13F portfolio, value $94,622,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,947,086 shares
    Change vs previous 13F -13,284 shares

    0.33% of the 13F portfolio, value $111,179,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,960,370 shares
    Change vs previous 13F +20,626 shares

    0.39% of the 13F portfolio, value $111,447,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,939,744 shares
    Change vs previous 13F -35,861 shares

    0.44% of the 13F portfolio, value $110,837,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,975,605 shares
    Change vs previous 13F +143,304 shares

    0.47% of the 13F portfolio, value $113,657,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,832,301 shares
    Change vs previous 13F +92,413 shares

    0.47% of the 13F portfolio, value $109,040,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,739,888 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $98,617,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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