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Disclosery

SevenBridge Financial Group, LLC: JEPI position timeline

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

SevenBridge Financial Group, LLC held 13,351 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,351 shares
    Change vs previous 13F -2,416 shares

    0.11% of the 13F portfolio, value $768,768.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial Group, LLC
    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 15,767 shares
    Change vs previous 13F -1,736 shares

    0.14% of the 13F portfolio, value $903,429.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial Group, LLC
    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 17,503 shares
    Change vs previous 13F -4,772 shares

    0.16% of the 13F portfolio, value $1,025,842.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, LLC
    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 22,275 shares
    Change vs previous 13F -13,330 shares

    0.21% of the 13F portfolio, value $1,275,903.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, LLC
    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 35,605 shares
    Change vs previous 13F -12,162 shares

    0.35% of the 13F portfolio, value $2,005,977.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, LLC
    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 47,767 shares
    Change vs previous 13F -14,058 shares

    0.53% of the 13F portfolio, value $2,683,571.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, LLC
    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 61,825 shares
    Change vs previous 13F -10,645 shares

    0.69% of the 13F portfolio, value $3,660,051.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial Group, LLC
    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 72,470 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,354,005.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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