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Disclosery

Mechanics Bank Trust Department: JEPI position timeline

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

Mechanics Bank Trust Department held 199,068 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 199,068 shares
    Change vs previous 13F -30,869 shares

    1.4% of the 13F portfolio, value $11,191,602.

    13F-HR 0001439743-26-000005 filed by Mechanics Bank Trust Department
    Accepted , ingested

  2. period ended2026-06-30
    13F 229,937 shares
    Change vs previous 13F -24,832 shares

    1.61% of the 13F portfolio, value $12,986,841.

    13F-HR 0001439743-26-000003 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 254,769 shares
    Change vs previous 13F -3,804 shares

    2% of the 13F portfolio, value $14,440,306.

    13F-HR 0001439743-26-000002 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 258,573 shares
    Change vs previous 13F -3,780 shares

    1.94% of the 13F portfolio, value $14,800,718.

    13F-HR 0001439743-26-000001 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 262,353 shares
    Change vs previous 13F -34,588 shares

    2.1% of the 13F portfolio, value $14,980,356.

    13F-HR 0001439743-25-000003 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 296,941 shares
    Change vs previous 13F -34,728 shares

    2.42% of the 13F portfolio, value $16,881,095.

    13F-HR 0001085146-25-003798 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 331,669 shares
    Change vs previous 13F -5,086 shares

    2.59% of the 13F portfolio, value $18,951,566.

    13F-HR 0001085146-25-001939 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 336,755 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $19,373,514.

    13F-HR 0001085146-25-000253 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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