Skip to content
Disclosery

HM PAYSON & CO: JEPI position timeline

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

HM PAYSON & CO held 11,515 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,515 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $650,368.

    13F-HR 0000928052-26-000003 filed by HM PAYSON & CO
    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 11,515 shares
    Change vs previous 13F +2,565 shares

    0.01% of the 13F portfolio, value $652,671.

    13F-HR 0000928052-26-000002 filed by HM PAYSON & CO
    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 8,950 shares
    Change vs previous 13F +3,525 shares

    0.01% of the 13F portfolio, value $512,298.

    13F-HR 0000928052-26-000001 filed by HM PAYSON & CO
    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 5,425 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $309,768.

    13F-HR 0000928052-25-000004 filed by HM PAYSON & CO
    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 5,425 shares
    Change vs previous 13F +4,836 shares

    <0.01% of the 13F portfolio, value $308,412.

    13F-HR 0000928052-25-000005 filed by HM PAYSON & CO
    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 589 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $33,656.

    13F-HR 0000928052-25-000002 filed by HM PAYSON & CO
    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 1,589 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $91,416.

    13F-HR 0000928052-25-000001 filed by HM PAYSON & CO
    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 1,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $94,562.

    13F-HR 0000928052-24-000004 filed by HM PAYSON & CO
    Filed (acceptance time not in the bulk data set), ingested

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