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Disclosery

Security National Bank: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Security National Bank on JEPI, newest first. How the timeline and the estimate are built.

Security National Bank held 69,402 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,402 shares
    Change vs previous 13F -64 shares

    0.47% of the 13F portfolio, value $3,919,825.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    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 69,466 shares
    Change vs previous 13F +3,290 shares

    0.57% of the 13F portfolio, value $3,937,333.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    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 66,176 shares
    Change vs previous 13F -3,059 shares

    0.54% of the 13F portfolio, value $3,787,914.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    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 69,235 shares
    Change vs previous 13F -131,190 shares

    0.61% of the 13F portfolio, value $3,953,318.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    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 200,425 shares
    Change vs previous 13F +2,627 shares

    1.97% of the 13F portfolio, value $11,394,162.

    13F-HR 0001719739-25-000003 filed by Security National Bank
    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 197,798 shares
    Change vs previous 13F -157 shares

    2.13% of the 13F portfolio, value $11,302,178.

    13F-HR 0001719739-25-000002 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 197,955 shares
    Change vs previous 13F +86,413 shares

    1.62% of the 13F portfolio, value $11,388,352.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 111,542 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $6,637,864.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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