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CIBC Bancorp USA Inc.: JEPI position timeline

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

CIBC Bancorp USA Inc. held 2,916,027 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,916,027 shares
    Change vs previous 13F -32,336 shares

    0.2% of the 13F portfolio, value $165,169,281.

    13F-HR 0001298088-26-000018 filed by CIBC Bancorp USA Inc.
    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 2,948,363 shares
    Change vs previous 13F -179,025 shares

    0.23% of the 13F portfolio, value $166,657,737.

    13F-HR 0001298088-26-000011 filed by CIBC Bancorp USA Inc.
    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 3,127,388 shares
    Change vs previous 13F -148,079 shares

    0.23% of the 13F portfolio, value $179,011,703.

    13F-HR 0001298088-26-000003 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CIBC WORLD MARKETS CORP: 47,917 shares
    • CIBC Private Wealth Group LLC: 3,079,471 shares

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

  4. period ended2025-09-30
    13F/A 3,275,467 shares
    Change vs previous 13F -96,242 shares

    0.25% of the 13F portfolio, value $187,029,190.

    13F-HR 0001298088-25-000031 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CIBC Private Wealth Group LLC: 3,228,749 shares
    • CIBC Bancorp USA Inc.: 46,718 shares

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

  5. period ended2025-06-30
    13F 3,371,709 shares
    Change vs previous 13F -56,739 shares

    0.34% of the 13F portfolio, value $191,681,661.

    13F-HR 0001298088-25-000014 filed by CIBC Private Wealth Group LLC
    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 3,428,448 shares
    Change vs previous 13F -11,650 shares

    0.37% of the 13F portfolio, value $175,330,814.

    13F-HR 0001298088-25-000009 filed by CIBC Private Wealth Group LLC
    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 3,440,098 shares
    Change vs previous 13F +22,924 shares

    0.36% of the 13F portfolio, value $199,147,251.

    13F-HR 0001298088-25-000002 filed by CIBC Private Wealth Group LLC
    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 3,417,174 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $203,356,047.

    13F-HR 0001298088-24-000025 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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