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Disclosery

Midwest Trust Co: JEPQ position timeline

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

Midwest Trust Co held 62,843 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,843 shares
    Change vs previous 13F +10,360 shares

    0.04% of the 13F portfolio, value $3,862,331.

    13F-HR 0002077080-26-000012 filed by Midwest Trust 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 52,483 shares
    Change vs previous 13F +34,005 shares

    0.04% of the 13F portfolio, value $2,913,856.

    13F-HR 0002077080-26-000009 filed by Midwest Trust 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 18,478 shares
    Change vs previous 13F +350 shares

    0.01% of the 13F portfolio, value $1,073,941.

    13F-HR 0002077080-26-000002 filed by Midwest Trust 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 18,128 shares
    Change vs previous 13F -1,090 shares

    0.01% of the 13F portfolio, value $1,042,723.

    13F-HR 0002077080-25-000006 filed by Midwest Trust 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 19,218 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,045,459.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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