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Disclosery

Alpine Bank Wealth Management: JEPI position timeline

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

Alpine Bank Wealth Management held 2,422 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,422 shares
    Change vs previous 13F +2,422 shares

    0.02% of the 13F portfolio, value $136,795.

    13F-HR 0001140361-26-031791 filed by Alpine Bank Wealth Management
    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 0 shares
    Change vs previous 13F -102,110 shares

    13F-HR 0001140361-26-015844 filed by Alpine Bank Wealth Management
    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 ended2025-12-31
    13F 102,110 shares
    Change vs previous 13F -7,085 shares

    0.83% of the 13F portfolio, value $5,844,777.

    13F-HR 0001140361-26-001313 filed by Alpine Bank Wealth Management
    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 109,195 shares
    Change vs previous 13F +5,392 shares

    0.88% of the 13F portfolio, value $6,235,034.

    13F-HR 0001140361-25-038847 filed by Alpine Bank Wealth Management
    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 103,803 shares
    Change vs previous 13F +103,730 shares

    0.89% of the 13F portfolio, value $5,901,200.

    13F-HR 0001140361-25-026202 filed by Alpine Bank Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 73 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,344.

    13F-HR 0001140361-24-045907 filed by Alpine Bank Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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