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Disclosery

Cadence Bank: JEPI position timeline

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

Cadence Bank held 157,709 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-01-30.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 157,709 shares
    Change vs previous 13F +27,619 shares

    0.53% of the 13F portfolio, value $9,027,263.

    13F-HR 0001193125-26-030735 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 130,090 shares
    Change vs previous 13F -44,418 shares

    0.45% of the 13F portfolio, value $7,428,139.

    13F-HR 0001193125-25-280137 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 174,508 shares
    Change vs previous 13F +3,257 shares

    0.65% of the 13F portfolio, value $9,920,779.

    13F-HR 0000950123-25-008346 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 171,251 shares
    Change vs previous 13F +27,834 shares

    0.7% of the 13F portfolio, value $9,785,282.

    13F-HR 0000950123-25-005221 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 143,417 shares
    Change vs previous 13F +45,837 shares

    0.56% of the 13F portfolio, value $8,250,780.

    13F-HR 0000950123-25-002025 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 97,580 shares
    Change vs previous 13F +10,285 shares

    0.4% of the 13F portfolio, value $5,806,985.

    13F-HR 0000950123-24-011251 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 87,295 shares
    Change vs previous 13F +23,580 shares

    0.37% of the 13F portfolio, value $4,947,880.

    13F-HR 0000950123-24-008206 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 63,715 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,686,549.

    13F-HR 0000950123-24-005065 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

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