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Disclosery

Cadence Bank: JEPQ position timeline

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

Cadence Bank held 114,044 JEPQ 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 114,044 shares
    Change vs previous 13F +13,746 shares

    0.39% of the 13F portfolio, value $6,628,237.

    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 100,298 shares
    Change vs previous 13F +27,546 shares

    0.35% of the 13F portfolio, value $5,769,140.

    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 72,752 shares
    Change vs previous 13F +19,080 shares

    0.26% of the 13F portfolio, value $3,957,708.

    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 53,672 shares
    Change vs previous 13F +18,790 shares

    0.2% of the 13F portfolio, value $2,779,136.

    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 34,882 shares
    Change vs previous 13F +30,782 shares

    0.13% of the 13F portfolio, value $1,966,647.

    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 4,100 shares
    Change vs previous 13F +4,100 shares

    0.02% of the 13F portfolio, value $225,213.

    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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.