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Pinnacle Financial Partners Inc: JEPI position timeline

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

Pinnacle Financial Partners Inc held 218,414 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 218,414 shares
    Change vs previous 13F -4,205 shares

    0.3% of the 13F portfolio, value $12,471,451.

    13F-HR 0001115055-25-000187 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 222,619 shares
    Change vs previous 13F +32,815 shares

    0.27% of the 13F portfolio, value $12,655,901.

    13F-HR 0001115055-25-000184 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 189,804 shares
    Change vs previous 13F +38,476 shares

    0.22% of the 13F portfolio, value $10,845,408.

    13F-HR 0001115055-25-000120 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 151,328 shares
    Change vs previous 13F +51,331 shares

    0.18% of the 13F portfolio, value $8,705,902.

    13F-HR 0001115055-25-000034 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 99,997 shares
    Change vs previous 13F -1,384 shares

    0.12% of the 13F portfolio, value $5,950,825.

    13F-HR 0001115055-24-000172 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 101,381 shares
    Change vs previous 13F +30,524 shares

    0.12% of the 13F portfolio, value $5,746,277.

    13F-HR 0001115055-24-000155 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 70,857 shares
    Change vs previous 13F +24,383 shares

    0.09% of the 13F portfolio, value $4,099,782.

    13F-HR 0001115055-24-000130 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 46,474 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,555,142.

    13F-HR 0001115055-24-000020 filed by Pinnacle Financial Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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