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Disclosery

Arrow Financial Corp: JEPI position timeline

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

Arrow Financial Corp held 307,394 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 307,394 shares
    Change vs previous 13F +51,336 shares

    1.56% of the 13F portfolio, value $17,361,620.

    13F-HR 0000717538-26-000112 filed by Arrow Financial Corp
    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 256,058 shares
    Change vs previous 13F +60,772 shares

    1.46% of the 13F portfolio, value $14,513,387.

    13F-HR 0000717538-26-000062 filed by Arrow Financial Corp
    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 195,286 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $11,178,181.

    13F-HR 0000717538-26-000011 filed by Arrow Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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