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Disclosery

WHITTIER TRUST CO: JEPI position timeline

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

WHITTIER TRUST CO held 326 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 326 shares
    Change vs previous 13F +276 shares

    <0.01% of the 13F portfolio, value $18,501.

    13F-HR 0001999371-26-016070 filed by WHITTIER 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 50 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $2,835.

    13F-HR 0001999371-26-009263 filed by WHITTIER 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 45 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,608.

    13F-HR 0001999371-26-001643 filed by WHITTIER 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 45 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,566.

    13F-HR 0001999371-25-016642 filed by WHITTIER 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 45 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $2,557.

    13F-HR 0001999371-25-010244 filed by WHITTIER 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,810 shares

    13F-HR 0001839882-25-008230 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 1,810 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $107,712.

    13F-HR 0001999371-24-013629 filed by WHITTIER TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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