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Disclosery

Bell Bank: JEPQ position timeline

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

Bell Bank held 14,347 JEPQ 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 14,347 shares
    Change vs previous 13F -988 shares

    0.03% of the 13F portfolio, value $881,767.

    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 15,335 shares
    Change vs previous 13F -225 shares

    0.04% of the 13F portfolio, value $851,399.

    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 15,560 shares
    Change vs previous 13F -86 shares

    0.04% of the 13F portfolio, value $904,347.

    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 15,646 shares
    Change vs previous 13F -541 shares

    0.04% of the 13F portfolio, value $899,958.

    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 16,187 shares
    Change vs previous 13F -296 shares

    0.04% of the 13F portfolio, value $880,573.

    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 16,483 shares
    Change vs previous 13F +296 shares

    0.05% of the 13F portfolio, value $853,490.

    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 16,187 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $912,623.

    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).