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Disclosery

Perkins Coie Trust Co: JEPI position timeline

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

Perkins Coie Trust Co held 187,367 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,367 shares
    Change vs previous 13F +8,531 shares

    1.75% of the 13F portfolio, value $10,580,364.

    13F-HR 0001513038-26-000004 filed by Perkins Coie 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 178,836 shares
    Change vs previous 13F +15,717 shares

    1.95% of the 13F portfolio, value $10,136,205.

    13F-HR 0001513038-26-000002 filed by Perkins Coie 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 163,119 shares
    Change vs previous 13F +23,427 shares

    1.74% of the 13F portfolio, value $9,336,732.

    13F-HR 0001513038-26-000001 filed by Perkins Coie 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 139,692 shares
    Change vs previous 13F +46,521 shares

    1.5% of the 13F portfolio, value $7,974,813.

    13F-HR 0001513038-25-000008 filed by Perkins Coie 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 93,171 shares
    Change vs previous 13F +78,686 shares

    0.9% of the 13F portfolio, value $5,295,676.

    13F-HR 0001513038-25-000005 filed by Perkins Coie Trust 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 14,485 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $827,512.

    13F-HR 0001513038-25-000002 filed by Perkins Coie Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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