Skip to content
Disclosery

BankPlus Trust Department: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BankPlus Trust Department on JEPQ, newest first. How the timeline and the estimate are built.

BankPlus Trust Department held 5,692 JEPQ 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 5,692 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $349,830.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    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 5,692 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $316,020.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    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 5,692 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $330,819.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    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 5,692 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $327,404.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    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 5,692 shares
    Change vs previous 13F +858 shares

    0.09% of the 13F portfolio, value $309,645.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,834 shares
    Change vs previous 13F +3,904 shares

    0.08% of the 13F portfolio, value $250,305.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 930 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,433.

    13F-HR 0002047270-25-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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