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COUNTRY CLUB BANK: JEPI position timeline

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

COUNTRY CLUB BANK held 165,893 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-10-08.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 165,893 shares
    Change vs previous 13F +1,317 shares

    0.56% of the 13F portfolio, value $9,449,265.

    13F-HR 0001085146-25-005829 filed by COUNTRY CLUB BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 164,576 shares
    Change vs previous 13F -501 shares

    0.59% of the 13F portfolio, value $9,324,875.

    13F-HR 0001085146-25-004045 filed by COUNTRY CLUB BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 165,077 shares
    Change vs previous 13F +1,496 shares

    0.63% of the 13F portfolio, value $9,356,563.

    13F-HR 0001085146-25-002505 filed by COUNTRY CLUB BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 163,581 shares
    Change vs previous 13F -7,498 shares

    0.63% of the 13F portfolio, value $9,481,154.

    13F-HR 0001085146-25-000505 filed by COUNTRY CLUB BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 171,079 shares
    Change vs previous 13F -7,850 shares

    0.68% of the 13F portfolio, value $10,163,803.

    13F-HR 0001085146-24-005098 filed by COUNTRY CLUB BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 178,929 shares
    Change vs previous 13F +3,678 shares

    0.71% of the 13F portfolio, value $10,152,430.

    13F-HR 0001085146-24-003016 filed by COUNTRY CLUB 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 175,251 shares
    Change vs previous 13F -3,261 shares

    0.72% of the 13F portfolio, value $10,140,021.

    13F-HR 0001085146-24-001988 filed by COUNTRY CLUB BANK
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 178,512 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $9,814,589.

    13F-HR 0001085146-24-000385 filed by COUNTRY CLUB BANK
    Filed (acceptance time not in the bulk data set), ingested

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