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FineMark National Bank & Trust: JEPI position timeline

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

FineMark National Bank & Trust held 15,477 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 15,477 shares
    Change vs previous 13F +4,877 shares

    0.03% of the 13F portfolio, value $885,903.

    13F-HR 0001537720-26-000002 filed by FineMark National 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 ended2025-09-30
    13F 10,600 shares
    Change vs previous 13F +3,376 shares

    0.02% of the 13F portfolio, value $605,260.

    13F-HR 0001537720-25-000015 filed by FineMark National 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 ended2025-06-30
    13F 7,224 shares
    Change vs previous 13F +1,234 shares

    0.01% of the 13F portfolio, value $410,684.

    13F-HR 0001537720-25-000011 filed by FineMark National 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 ended2025-03-31
    13F 5,990 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $342,268.

    13F-HR 0001537720-25-000008 filed by FineMark National 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 ended2024-12-31
    13F 5,990 shares
    Change vs previous 13F +856 shares

    0.01% of the 13F portfolio, value $344,604.

    13F-HR 0001537720-25-000002 filed by FineMark National 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 ended2024-09-30
    13F 5,134 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $305,524.

    13F-HR 0001537720-24-000010 filed by FineMark National 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 ended2024-06-30
    13F 5,134 shares
    Change vs previous 13F +851 shares

    0.01% of the 13F portfolio, value $290,995.

    13F-HR 0001537720-24-000006 filed by FineMark National 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 ended2024-03-31
    13F 4,283 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,814.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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