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Disclosery

Community Bank, N.A.: JEPI position timeline

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

Community Bank, N.A. held 224,919 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,919 shares
    Change vs previous 13F +140 shares

    1.37% of the 13F portfolio, value $12,701,162.

    13F-HR 0001376474-26-000556 filed by Community Bank, N.A.
    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 224,779 shares
    Change vs previous 13F +47,528 shares

    1.52% of the 13F portfolio, value $12,740,463.

    13F-HR 0001376474-26-000363 filed by Community Bank, N.A.
    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 177,251 shares
    Change vs previous 13F -4 shares

    1.2% of the 13F portfolio, value $10,145,833.

    13F-HR 0001376474-26-000122 filed by Community Bank, N.A.
    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 177,255 shares
    Change vs previous 13F +1,388 shares

    1.22% of the 13F portfolio, value $10,119,473.

    13F-HR 0001376474-25-000931 filed by Community Bank, N.A.
    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 175,867 shares
    Change vs previous 13F +17,236 shares

    1.31% of the 13F portfolio, value $9,996,268.

    13F-HR 0001376474-25-000672 filed by Community Bank, N.A.
    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 158,631 shares
    Change vs previous 13F -688 shares

    1.21% of the 13F portfolio, value $9,062,581.

    13F-HR 0001376474-25-000353 filed by Community Bank, N.A.
    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 159,319 shares
    Change vs previous 13F +380 shares

    1.18% of the 13F portfolio, value $9,164,020.

    13F-HR 0001376474-25-000186 filed by Community Bank, N.A.
    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 158,939 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $9,458,448.

    13F-HR 0001376474-24-000675 filed by Community Bank, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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