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ORRSTOWN FINANCIAL SERVICES INC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORRSTOWN FINANCIAL SERVICES INC on JEPI, newest first. How the timeline and the estimate are built.

ORRSTOWN FINANCIAL SERVICES INC held 470,051 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 470,051 shares
    Change vs previous 13F +26,567 shares

    3.96% of the 13F portfolio, value $26,426,267.

    13F-HR 0001104659-26-115816 filed by ORRSTOWN FINANCIAL SERVICES INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 443,484 shares
    Change vs previous 13F +10,495 shares

    3.72% of the 13F portfolio, value $25,047,976.

    13F-HR 0001104659-26-082453 filed by ORRSTOWN FINANCIAL SERVICES INC
    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 432,989 shares
    Change vs previous 13F +20,712 shares

    4.11% of the 13F portfolio, value $24,541,817.

    13F-HR 0001104659-26-040697 filed by ORRSTOWN FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 412,277 shares
    Change vs previous 13F +5,931 shares

    3.93% of the 13F portfolio, value $23,598,735.

    13F-HR 0001104659-26-003920 filed by ORRSTOWN FINANCIAL SERVICES INC
    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 406,346 shares
    Change vs previous 13F +29,374 shares

    3.97% of the 13F portfolio, value $23,202,357.

    13F-HR 0001104659-25-098651 filed by ORRSTOWN FINANCIAL SERVICES INC
    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 376,972 shares
    Change vs previous 13F +14,322 shares

    4.51% of the 13F portfolio, value $21,430,858.

    13F-HR 0001104659-25-067433 filed by ORRSTOWN FINANCIAL SERVICES INC
    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 362,650 shares
    Change vs previous 13F +172,656 shares

    4.93% of the 13F portfolio, value $20,721,821.

    13F-HR 0001104659-25-034481 filed by ORRSTOWN FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 189,994 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $10,930,349.

    13F-HR 0001104659-25-005494 filed by ORRSTOWN FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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