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Disclosery

Bell Bank: JEPI position timeline

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

Bell Bank held 43,557 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,557 shares
    Change vs previous 13F +66 shares

    0.09% of the 13F portfolio, value $2,460,099.

    13F-HR 0001062993-26-003684 filed by Bell Bank
    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 43,491 shares
    Change vs previous 13F +1,044 shares

    0.1% of the 13F portfolio, value $2,465,070.

    13F-HR 0001062993-26-002112 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 42,447 shares
    Change vs previous 13F +3,835 shares

    0.1% of the 13F portfolio, value $2,429,666.

    13F-HR 0001062993-26-000244 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 38,612 shares
    Change vs previous 13F +2,227 shares

    0.1% of the 13F portfolio, value $2,204,745.

    13F-HR 0001062993-25-016244 filed by Bell Bank
    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 36,385 shares
    Change vs previous 13F +1,113 shares

    0.1% of the 13F portfolio, value $2,068,487.

    13F-HR 0001062993-25-012735 filed by Bell Bank
    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 35,272 shares
    Change vs previous 13F -11,565 shares

    0.11% of the 13F portfolio, value $2,015,442.

    13F-HR 0001062993-25-007666 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 46,837 shares
    Change vs previous 13F +41,795 shares

    0.2% of the 13F portfolio, value $2,694,533.

    13F-HR 0001062993-25-001486 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,042 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $300,049.

    13F-HR 0001062993-24-018364 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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