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MIdWestOne Financial Group, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MIdWestOne Financial Group, Inc. on JEPI, newest first. How the timeline and the estimate are built.

MIdWestOne Financial Group, Inc. held 66,708 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 66,708 shares
    Change vs previous 13F -15,660 shares

    0.42% of the 13F portfolio, value $3,818,366.

    13F-HR 0001412665-26-000010 filed by MIdWestOne Financial Group, Inc.
    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 82,368 shares
    Change vs previous 13F +4,161 shares

    0.57% of the 13F portfolio, value $4,703,213.

    13F-HR 0001412665-25-000163 filed by MIdWestOne Financial Group, Inc.
    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 78,207 shares
    Change vs previous 13F -33,133 shares

    0.58% of the 13F portfolio, value $4,446,068.

    13F-HR 0001420506-25-001981 filed by MIdWestOne Financial Group, Inc.
    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 111,340 shares
    Change vs previous 13F -4,232 shares

    0.9% of the 13F portfolio, value $6,361,968.

    13F-HR 0001420506-25-001302 filed by MIdWestOne Financial Group, Inc.
    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 115,572 shares
    Change vs previous 13F +5,483 shares

    0.93% of the 13F portfolio, value $6,648,858.

    13F-HR 0001420506-25-000631 filed by MIdWestOne Financial Group, Inc.
    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 110,089 shares
    Change vs previous 13F +6,484 shares

    0.9% of the 13F portfolio, value $6,551,396.

    13F-HR 0001420506-24-002582 filed by MIdWestOne Financial Group, Inc.
    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 103,605 shares
    Change vs previous 13F +48,741 shares

    1.06% of the 13F portfolio, value $5,872,331.

    13F-HR 0001420506-24-001588 filed by MIdWestOne Financial Group, Inc.
    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 54,864 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,174,431.

    13F-HR 0001420506-24-000990 filed by MIdWestOne Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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