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Disclosery

COUNTRY CLUB BANK: JEPQ position timeline

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

COUNTRY CLUB BANK held 16,685 JEPQ 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 16,685 shares
    Change vs previous 13F +3,363 shares

    0.06% of the 13F portfolio, value $957,885.

    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 13,322 shares
    Change vs previous 13F +4,857 shares

    0.05% of the 13F portfolio, value $722,984.

    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 8,465 shares
    Change vs previous 13F -2,560 shares

    0.03% of the 13F portfolio, value $438,571.

    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 11,025 shares
    Change vs previous 13F +2,334 shares

    0.04% of the 13F portfolio, value $630,960.

    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 8,691 shares
    Change vs previous 13F -440 shares

    0.03% of the 13F portfolio, value $476,266.

    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 9,131 shares
    Change vs previous 13F +3,501 shares

    0.04% of the 13F portfolio, value $507,318.

    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 5,630 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $305,370.

    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).