United Bank: JEPI position timeline

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

United Bank held 10,416 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 10,416 shares
Change vs previous 13F +1,747 shares
0.18% of the 13F portfolio, value $588,296.
13F-HR 0001420506-26-001495 filed by United Bank
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,669 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $491,359.
13F-HR 0001420506-26-000776 filed by United Bank
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).