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Disclosery

BOKF, NA: JEPI position timeline

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

BOKF, NA held 527,355 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 527,355 shares
    Change vs previous 13F +24,534 shares

    0.41% of the 13F portfolio, value $29,785,010.

    13F-HR 0000009634-26-000004 filed by BOKF, NA
    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 502,821 shares
    Change vs previous 13F +15,382 shares

    0.44% of the 13F portfolio, value $28,499,894.

    13F-HR 0000009634-26-000003 filed by BOKF, NA
    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 487,439 shares
    Change vs previous 13F +24,659 shares

    0.43% of the 13F portfolio, value $27,901,008.

    13F-HR 0000009634-26-000002 filed by BOKF, NA
    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 462,780 shares
    Change vs previous 13F +17,605 shares

    0.4% of the 13F portfolio, value $26,424,738.

    13F-HR 0000009634-25-000006 filed by BOKF, NA
    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 445,175 shares
    Change vs previous 13F +25,715 shares

    0.41% of the 13F portfolio, value $25,308,199.

    13F-HR 0000009634-25-000005 filed by BOKF, NA
    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 419,460 shares
    Change vs previous 13F +39,248 shares

    0.42% of the 13F portfolio, value $23,967,944.

    13F-HR 0000009634-25-000003 filed by BOKF, NA
    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 380,212 shares
    Change vs previous 13F +58,263 shares

    0.37% of the 13F portfolio, value $21,694,897.

    13F-HR 0000009634-25-000002 filed by BOKF, NA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 321,949 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $18,966,016.

    13F-HR 0001977483-24-000003 filed by BOKF, NA
    Filed (acceptance time not in the bulk data set), ingested

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