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Disclosery

Zions Bancorporation, N.A.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zions Bancorporation, N.A. on JEPQ, newest first. How the timeline and the estimate are built.

Zions Bancorporation, N.A. held 15,000 JEPQ shares at 2024-12-31 per its 13F-HR filed 2025-02-11.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 15,000 shares
    Change vs previous 13F +15,000 shares

    0.05% of the 13F portfolio, value $845,700.

    13F-HR 0001666757-25-000001 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -5,000 shares

    13F-HR 0001666757-23-000003 filed by Zions Bancorporation, N.A.
    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.

  3. period ended2023-03-31
    13F 5,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $225,450.

    13F-HR 0001666757-23-000002 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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