Skip to content
Disclosery

CoreFirst Bank & Trust: JEPI position timeline

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

CoreFirst Bank & Trust held 50,481 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,481 shares
    Change vs previous 13F -490 shares

    1.42% of the 13F portfolio, value $2,851,167.

    13F-HR 0001845199-26-000003 filed by CoreFirst Bank & Trust
    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 50,971 shares
    Change vs previous 13F +3,484 shares

    1.53% of the 13F portfolio, value $2,889,037.

    13F-HR 0001845199-26-000002 filed by CoreFirst Bank & Trust
    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 47,487 shares
    Change vs previous 13F +1,063 shares

    1.47% of the 13F portfolio, value $2,718,156.

    13F-HR 0001845199-26-000001 filed by CoreFirst Bank & Trust
    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 46,424 shares
    Change vs previous 13F +2,391 shares

    1.43% of the 13F portfolio, value $2,650,810.

    13F-HR 0001845199-25-000006 filed by CoreFirst Bank & Trust
    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 44,033 shares
    Change vs previous 13F +716 shares

    1.41% of the 13F portfolio, value $2,503,277.

    13F-HR 0001845199-25-000004 filed by CoreFirst Bank & Trust
    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 43,317 shares
    Change vs previous 13F +638 shares

    1.59% of the 13F portfolio, value $2,475,134.

    13F-HR 0001845199-25-000003 filed by CoreFirst Bank & Trust
    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 42,679 shares
    Change vs previous 13F +16,178 shares

    1.46% of the 13F portfolio, value $2,455,323.

    13F-HR 0001845199-25-000002 filed by CoreFirst Bank & Trust
    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 26,501 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,577,075.

    13F-HR 0001845199-25-000001 filed by CoreFirst Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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